web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Polymorphic CustomerId shows only contacts on opportuntiy

(0) ShareShare
ReportReport
Posted on by 96

Suddenly the polymorphic lookup field for potential customer on Opportunity can only look up contacts not accounts.

No script/code etc.

Why?

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Polymorphic CustomerId shows only contacts on opportuntiy

    Hi,

    Please check if Account entity is added to your model driven app using app designer.

  • kjoniXen Profile Picture
    40 on at
    RE: Polymorphic CustomerId shows only contacts on opportuntiy

    Right, For unknown reason account was not in app designer classic, but is was visible in new app designer.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 179 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 110

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans