Daily Archives: 07/13/2014


Understanding Microsoft Dynamics CRM 2013 Opportunity relationship to Account and Contact records

Microsoft Dynamics CRM 2013 Opportunity record association to parent record (Account or Contact) is based on “Potential Customer” field.   In the past, by default, Microsoft Dynamics CRM opportunity record only had “Potential Customer” field to map the opportunity record to the parent record whether that was an account or a contact.  The “Potential Customer” field was a unique lookup field that allowed the user to select either an account or a contact record. In the enhanced Microsoft Dynamics CRM 2013 UI, the “Potential Customer” field has been removed by default from the “Opportunity” form (still available in the entity) and instead Microsoft explicitly […]

Relationship between Opp to acct or contact2