CRM 2011 called and wanted the Potential Customer field back!

Honestly I can’t remember what year Microsoft implementet separate Account & Contact fields for Opportunity, but it has been a while.

Neil Parkhurst describes the issue in his blog from 2015

So why am I fussing about it now? Well, after all these years Microsoft is still using the Potential Customer field for Field Service.

The error (Accound with id Does not Exist)

Did you ever see this message in Field Service?

“Account With ID = Does Not Exist” – Field Service

As you can see from the image above, the Potential Customer has been set to a Contact.

Standard behaviour is that Account should overwrite the contact, and therefore always show account if account is present. Sometimes this doesn’t happen, and then you will receive the following error when trying to convert to Work Order.

The fix is extremely simple. Dear Microsoft, please just read from the Account field😊

Ideas

If you for some reason feel the same about this, I created a suggestion for improvement..

https://experience.dynamics.com/ideas/idea/?ideaid=0d39cacc-562d-ea11-8454-0003ff68a4d6

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s