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I have one account ( as End customer), one account ( as Partner) and one account ( as distributor) in one opportuniy. I Connected all accounts between each other using Connected to. Where can i see all my connections? Is there any default report ?
I need to know what accounts are related and what opportunities are regarding to?
Thanks a lot
Thank you for your query.
As far as I know, there is no out-of-the-box report to show connections.
You can build your own using Report Wizard, here are steps to follow:
You can form the report as you like and also add more columns/groupings as per your need.
You can revisit Report Wizard and adjust your report columns and layout.
Dear Wahaj Rashid
Thank you a lot for your answer
I have already create similar report but i couldnt see opportunity in that report. The most important for me - see opportunity and all connections between accounts inside it.
When you add Connections from the Opportunity, Connected To is set to the current opportunity.
Here is the data model for your reference:
Please create a report as per following steps:
You can adjust the report layout as per your needs.
it seems like what i need... But i have 2016 CRM. There is pretty different interface. So i will try...
Do you now is it possible to create simmilar report in 2016 CRM?
For report, there is no difference between 2016 CRM and D365 online. You can create such report directly.
As Lu mentioned, yes you can do it in the CRM 2016.
Guys , it seems i can't set Connection from Opportunity.. Cause i can set connections between Accounts in the Account level. I dont see possibility to set any connections between accounts IN the OPPORTUNITY
Rashid, according to your words -
"Here is the data model for your reference:
Opportunity is related to Connections using Connected To field.
Connected From is linked with Account (you select). "
Can you explain were is Connected To field in the opportunity form?
I can suppose in my company we use CRM with cutted possibilities...
If I understand correctly, you have a situation where Opportunity has three Account lookup fields, and you create Connections for each of those three Accounts, so "Connect From" and "Connect To" are both Accounts, then you want to display those Connections on the report, and it needs to contain related Opportunity. Is this correct?
Or Opportunity has an Account sub-grid.
So first we need to figure out if the relationship between the three Accounts and the Opportunity is 1:N or N:1, in other words, is Accounts represented on the Opportunity form as three lookup fields or as a sub-grid?
Now i have only two look-up fields in the opportunity form. There are "Account" And "Partner". And i can see both in the report with related Opportunity.
But we need to add more then two accounts in the opportunity form ( three , four, five and so on)
What is more i cant add new Account look up fields in the opportunity form because of access right.
That is why i decided to use Related Account section in the account form to set connection between accounts, but there are not conection with Opportunity(
We dont have Account sub-grid in the opportunity form!
I hope i explained understandable....
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