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New to Dynamics CRM and needing some direction RRS feed

  • Question

  • I am new to Dynamics CRM and was wondering if there is a way on the Leads form to set the "Stakeholders" section to automatically search the Contacts based on the Company name of the lead either when the form is loaded or when the Search button is clicked.  The company I work for has old potential leads that they would like to re-visit and they are wanting to list the lead "last name" as a company name and tie it to several contacts(Stakeholders) at that company.  I don't know if this is possible and I can't seem to find anything online that would point me in the right direction. Any help would be appreciated. Thanks.
    Friday, January 15, 2016 12:05 PM