Opportunity Products not Associated to Accounts

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Posted on by Community Member Microsoft Employee

I am trying to get the products our sales team chooses on the Opportunity to show up in a view on the Account page. For some reason, we can get a list of the products chosen by Opportunity, but it won't roll up to the Account level.

All settings should be OOB, so nothing should be overriding the system. Any suggestions?

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ashlega 34,475 on at

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RE: Opportunity Products not Associated to Accounts

Hi,

there is no relationship between products and accounts, so the products do not "roll up".

You might create a plugin as suggested above, but that would mean you'd have to develop it (coding). Also, keep in mind that products and opportunity products are two different entities (products are "products".. opportunity products are products with quantities, price, etc.. it's a separate entity). Not sure which of those two you'd actually want to rollup (do you want to see aggregated amounts/quantities per product? Or do you want to see just product names in general?)
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Community Member Microsoft Employee on at

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RE: Opportunity Products not Associated to Accounts

Hi Connor,

Order product, quote product and opportunity product behave in their "strange" way.

To reach your goal you could try to add a N:N relation with the Account of the Opportunity by Plugin and insert a subgrid which point to this relation.

Please let me know.

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