Removing Potential Customer from Opportunity Form - Quick Tip

Starting from CRM 2013, the potential customer field was removed from the opportunity form and individual accounts and the contact lookups were added to the opportunity form to set the opportunity customer, but if we add the potential customer field to the opportunity form by mistake, then we can't remove this field easily.

Now to hide this field, we could double click on the field and uncheck "Visible by default" option under visibility section, but as this isa  required field, we need to set some default value under this field,  otherwise we will get an error message under the task bar when we will try to save the opportunity record.

We can't use business rule to set this field as it is not available under business rule; the other option is to write a script to set a default value under this field to avoid this error message.

We can use another unsupported option to remove this field from opportunity form completely by modifying the opportunity form xml file. We can followthe below options:
  • Create one solution and add opportunity entity under your solution.
  • Export solution and unzip it.
  • Open customization.xml file under any xml editor and remove below lines:

  • Save and close customization.xml file and zip all files with the help of Send to option using mouse right click.

  • Rename zip folder with actual solution name.

  • Import solution and click on Publish all customization after solution imported.

Now when you will try to create the opportunity record, you won’t see this field anymore.

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