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Microsoft Dynamics CRM (Archived)

List of contacts on opportunity

Posted on by Microsoft Employee

Situation:

Our business needs a way to capture all people involved on the opportunity with the ability to add unlimited amounts of people like prototype below.361633.Capture.PNG

Question:

How can I accomplish this?

Thanks in advance!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: List of contacts on opportunity

    Thanks Goutam!

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: List of contacts on opportunity

    Hi Barrry,

    You can achieve this through relationship. I mean you have an account which may have multiple contact . So you can create an opportunity for an account and within relationship you can extract the opportunity contact  through relationship in your report.

    Actually this has been already raised in earlier thread in the community  you may get some overview from here as well.

    community.dynamics.com/.../179809

    community.dynamics.com/.../71368

    Hope this helps.

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