Question

My Account entity has an Account Manager field. I would like to add this same field to Opportunity as a reference. Is there a way to add this field to Opportunity and make it point to the attribute "Account.Account Manager"?

I am using MS Dynamics CRM 4

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Solution

What you're asking for is copying the field "Account Manager" in entity "Account" to entity "Opportunity", is it?

If that is what you want, you need to create a field named "Account Manager" (or whatever you wish to) in the "Opportunity" entity form; the field type being the same. And you need to have some kind of workflow/plugin/javascript to update the field in "Opportunity" form with the same value as present in the "Account" form.

EDIT: Based on your comment, I've edited the answer. You can achieve it by two means:

  1. Have some kind of workflow/plugin populating the field in Opportunity form from that of the Account form.
  2. Fetch the value of the Account field by javascript on Opportunity form load and display it in a field.

Also, you might want to make the field read-only in Opportunity form.

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