Salesperson, Responsible, and Account owner display

Ensure to update the Account dialog for Desktop and Phone in order to add the Salesperson, Responsible, and Account owner fields.

See how to update a dialog in Updating a dialog.

For the Account owner field, you must configure additional settings. Add the Account owner as a sub-table first before the Owner field is added to the dialog design.

For Desktop dialog, use AccountOwner.CRMUserID and select UserList control. For Phone dialog, use AccountOwner.CRMUserID and select SingleLineTextbox control.

By default, Skip for update is selected when mapping the salesperson and responsible on OCUSMA integration metadata.