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If one object belong to the other object, is it can be create or retrieve by user? RRS feed

  • Question

  • Hi,

    I am a new user for Dynamics CRM.

    If opportunity entity have one object "Potential Customer Type(customeridtype)" and this object have property "AttributeOf=customerid", Is this valid for user to create or retrieve?

    Whether the object belong to the other object, should not be create or retrieve by user?

    Is there any materials for us to learn?

    Thanks,

    Mandy

    Friday, March 21, 2014 2:50 AM

All replies

  • hi Mandy,

    first of all well come to the Dynamics CRM :)

    Now, let me answer to your question that is if you are using the Potential Customer from contact entity. It will use only the object that belongs to the contact entity or customer entity.

    Friday, March 21, 2014 6:48 AM
  • Thanks for your answer. :)

    Is there any materials for this?

    That's may mean user cannot even retrieve this object for opportunity or case entity.


    Mandy

    Friday, March 21, 2014 8:26 AM
  • the look up is already available on the form of opportunity.
    Friday, March 21, 2014 10:35 AM
  • So, I do not know how to login the form. Can you give me the link?


    Mandy

    Wednesday, March 26, 2014 3:23 AM