Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Cascade Competitors from Opportunity to Account

  • 1.  Cascade Competitors from Opportunity to Account

    GOLD CONTRIBUTOR
    Posted Jan 03, 2019 10:46 AM
    We have associated (N:N relationship) the Competitors with Accounts so we can use the subgrid to display competitors on the account form.
    Is it possible, whenever a competitor is added to an opportunity, that the competitor is also added to the competitors of the account (company) that the opportunity is associated with?

    Thank you!

    ------------------------------
    Nathaniel Scott
    Director of IT
    Concert Technologies
    Dulles VA
    ------------------------------
    CRMUG Summit - Post


  • 2.  RE: Cascade Competitors from Opportunity to Account

    GOLD CONTRIBUTOR
    Posted Jan 03, 2019 10:57 AM
    Hello Nathaniel,
    I'm afraid there is no "customization" way. You will have to develop the plugin that will handle "Associate" message when association between opportunity and competitor created and create association between account and competitor,

    ------------------------------
    Andrew Butenko
    ------------------------------

    CRMUG Summit - Post


If you've found this thread useful, dive deeper into User Group community content by role