Customer Engagement & Dynamics CRM Forum

Sales credit line of business error

  • 1.  Sales credit line of business error

    TOP CONTRIBUTOR
    Posted 11 days ago
    Hello,

    The team here has confirmed after recent updates, that the line of business fields that should be populating information in the sales credit entity page associated with an opportunity, is blank. When an opportunity is created, the line of business is entered in and the information appears in the sales credit Powergrid section, but when the sales credit is double clicked in the Powergrid to open up the actual record, no information appears in the line of business row. Has anyone else experienced issues similar to what is described? If anyone can provide a detailed solution to ensure that the sales credit record is automatically updated with the line of business information matching the associated opportunity record, feedback is greatly appreciated.

    Thank you,
    Anthony Parks
    anthony.parks@comfortsystemsusa.com

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    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
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