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Hi all,
I've been asked if it is possible to set up Parent/Child Opportunities in Dynamics 365 CRM - anybody have any suggestions/ideas?
Have a great weekend :o)
Maggie
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Hi,
You can achieve the above requirement via below methods.
1.) You can use Connection feature.
https://www.crmsoftwareblog.com/2018/07/how-to-use-connections-in-microsoft-dynamics-365-for-sales/
2. ) You can create a relationship.( lookup field)
Reference post
[View:https://community.dynamics.com/crm/f/117/t/265783:750:50]
Hi ,
You can define 1:N or N:1 relationship by navigating Opportuinty entity from csutomization/Solution navigation. Once you define the relationship you will see the opportuniy lookup and also add the subgrid in the opportunity form. Lookup will be used to define parent opportunity and also you can add multiple opportunity using subgrid in the opportunity.
See here the steps -
1. Create 1:N relationship.
2. Add the lookup field.
3. Add the associated subgrid.
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