Hello,
I have created a new canvas app from a template that uses the Opportunity table in Dynamics 365.
it has three screens:
1 - View records,
2 - View a single record,
3 - Create a new record
I have added the Account lookup in the Screen 3 as well.
However, when I try to create a new Opp record and save, it throws an error:
What do I need to fix and how? Thanks in advance.
Hi @MinP,
You'll need to provide a value for the Potential Customer lookup column, which can be either an Account or Contact as its a special Customer lookup. If you search customerid in the maker portal, you can find the column I am referring to. See screenshot below.
---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.