how to use parent and child opportunity design?? how it can be done using the Standard report in CRM
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how to use parent and child opportunity design?? how it can be done using the Standard report in CRM
*This post is locked for comments
Hi,
Do you mean that for example, in the account entity, you have various account records with parent child relationship? You want to show a parent account's child's opportunities on the form.
If so, possible option is to have one html grid to show all the opportunities, or you can have report which you can show on IFrame.
Show report on form
alexmscrm.blogspot.sg/.../how-to-show-report-in-entity-form-and.html
Or you can try with deep query under subgrid, it should help you:
blogs.msdn.microsoft.com/.../deep-queries-for-subgrids
Hope it makes sense.
BR,
Judy
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