web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) List of contacts on op...

Microsoft Dynamics CRM (Archived)

List of contacts on opportunity

(0) Share

Report

Report

Posted on by Community Member

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

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (1)

Sort by

Verified answer

gdas 50,091 Moderator on at

Like (1)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Goutam!

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

#2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans