Microsoft Dynamics CRM 2013 Unleashed

Stakeholder and Sales Team Lists

These lists appear on the Opportunity entity form, and they display the primary field and role for the listed contacts/users. These lists include the ability to create and edit directly from the app by tapping on the + button in the Stakeholders list (as shown in Figure 17.21). When creating a new record, two options are presented: the User Name (Contact lookup) and a second one to select the Role. Similarly, for Sales Team, the first field lookup is for the User entity, instead of the Contact.

FIGURE 17.21 Sales Team lists.

Lists

Lists display (shown in Figure 17.22) columns in a similar way to what you see ...