Microsoft Dynamics Online: adding "Add new Opportunity" (related to record) link to the form

Question

I am customizing Accounts form layout. I would like to add "Add new Opportunity" hyperlink to the form. The opportunity should be related to the record.

What I've done:

• I converted the text box to hyperlink. I have a working hyperlink.

• I can point my hyperlink to "Add new Opportunity" page, as described here:

http://msdn.microsoft.com/en-us/library/cc150850.aspx

But the opportunity is not related to the particular Account record.

What I need to do:

• I need to address my link to "Add new Opportunity", but related to the particular Account record.

Any advices? Thanks in advance

Answer 1

First of all you must obtain full URL of form for creation of new opportunity. For my contact I have:

https://contoso.crm4.dynamics.com/main.aspx?etc=3&extraqs=%3f_CreateFromId%3d%257b1368FD64-C21A-E311-8AC9-3C4A92DBCCDF%257d%26_CreateFromType%3d2%26etc%3d3%26pagemode%3diframe%26preloadcache%3d1380105302598&pagetype=entityrecord

the bolted GUID is the id of record you want to be related to opportunity. So you need to investigate your URL and place Account Id in correct place