Showing the Account name on Opportunities screen

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  Correct - there isn't an easy out of the box field that display the Related Contacts potential customer.  It can be shown in the View.  It would be a good suggestion for Microsoft to support this in form for future version.

   

  For now  the options are to use SDK/IFrame to display this.

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  • Marked as answer by Frank Lee CRM MVPModerator Wednesday, August 24, 2011 7:37 AM

  Wednesday, August 24, 2011 7:27 AM

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  Hi,

  You can use CRM WebService Retrieve request via JScript to fetch the Potential Customer related account details and then can set into the opportunity form fields as per required.  You may refer the following links for further ifformation:

  Using ODATA to Retrieve:

  http://dynamiccrm.blogspot.com/2011/04/retrieve-using-odata-and-json-in-crm.html

  http://blogs.msdn.com/b/crm/archive/2011/03/02/using-odata-retrieve-in-microsoft-dynamics-crm-2011.aspx

   

  Using SOAP to Retrieve:

  http://worldofdynamics.blogspot.com/2011/06/microsoft-dynamics-crm-2011-retrieve.html

  http://mileyja.blogspot.com/2011/03/crm-2011-retrievemultiple-calls-in.html

   

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  Jehanzeb Javeed
  
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  • Proposed as answer by Jehanzeb.Javeed Wednesday, August 24, 2011 7:30 AM
  • Marked as answer by Frank Lee CRM MVPModerator Wednesday, August 24, 2011 7:37 AM

  Wednesday, August 24, 2011 7:29 AM