I am using Microsoft CRM and I am running into an issue and looking for help.
Our non-profit wants to automatically create a new opportunity for the same person/organization for the next year when the current opportunity closes. I have done this before in CRM on Prem and had no problems.
When I try and use the form editor to populate the Potential Customer field with the Potential customer from the existing opportunity, I get an error that says that I need to populate the potential customer. Since this is a very straightforward mapping, I don't see the issue.
Someone said to remove the required status from this field, but in Online this is locked down as well.