Creating Custom Fields on the Opportunity Form RRS feed

  • Question

  • I need to add a field on the General Tab of the Opportunity form called "Primary LJA Contact".  I want users to be able to use the lookup tool to select from the list of contacts using the lookup tool.  I created the attribute but I'm not able to select "lookup" as a "type" -- it is not a selection.  This field also needs to be searchable and reportable.  How can I accomplish this?
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 9:46 PM Forum consolidation (From:CRM Online)
    Thursday, January 20, 2011 5:47 PM


  • You want to first create a relationship between the contact entity and the opportunity entity.  This will create the lookup attribute you are trying to create.

    The article below will walk you through the process: http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addlookup.aspx




    Brian Begley XRM Services LLC bbegley@xrmservices.com http://www.xrmservices.com This posting is provided "AS IS" with no warranties, and confers no rights.
    Thursday, January 20, 2011 6:38 PM