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Customer experience | Sales, Customer Insights,...
Answered

Show connections from other entities

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Posted on by 80

Hi all

I was wondering if it is possible to show connections between two entities in another entity. For example, if I create a connection between an opportunity and a company (not like standard with the "search" field" but with a connection). Is it possible to show this connection in an offer or an order? If yes could you please tell me.

Thanks!

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Yannick,

    Yes, it is possible. We will use qucik view form.

    Please refer to https://carldesouza.com/dynamics-crm-quick-view-forms/

    Step 1. New a qucik view form for Opportunity.

    pastedimage1600243154500v1.png

    Step 2. In the qucik view form, insert a sub-grid of Connection. Save and publish.

    pastedimage1600243206606v2.png

    If you select the Active Connections as the Default view, it will show all connections of the current Opportunity in the form.

    If you would only show the connection with the Account, you need to new a connection with the filter of Account.

    Click New, enter the view name, Edit Filter Criteria, set the Type(Form) OR Type(To) equals Account.

    pastedimage1600243408558v3.png

    pastedimage1600243445794v4.png

    pastedimage1600243627091v5.png

    Save the view, go back to form editor, select the new view.

    pastedimage1600243843262v6.png

    Save and publish the form.

    Step 3. Edit the Order form, insert a qucik view form.

    pastedimage1600243991223v7.png

    Select Opportunity and the new from.

    pastedimage1600244075070v8.png

    This way, the quick view form will show the connections of the opportunity which is the Opportunity lookup field value.

    pastedimage1600245120290v9.png

  • Yannick Profile Picture
    80 on at

    Awesome! Thanks a lot!

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