Monday, January 25, 2016

MSCRM: Opportunity Associated View & the Potential Customer Field

A user recently informed me that even though they knew their contact had opportunities, those opportunities were not being shown in the Opportunity Associated View. This is a little perplexing at first because you can clearly see that the contact is on the opportunity yet that opportunity doesn't appear in the associated view. The reason for this is due to the Potential Customer field. This field can be an account or a contact and if it's set to be an account, the opportunity will not appear in the associated view. I would recommend using this field as the Contact and creating a new field to be the account. You can remove the option to choose an account by using a little JavaScript. Check out this previous blog post for additional info: http://blog.marksgroup.net/2015/06/mscrm-2015-filter-contacts-out-of.html.

No comments: