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Hi,
Within Accounts (Within the Form View), I deleted the recent opportunities and opportunities sections. Adding a new section is easy. I just can't find where I re-add opportunities. Ideally, I would like to have all active leads for the account that I am working with, within the form.
Thanks for any insight!
What you're after is to add a sub-grid in your section containing the related opportunities. In opportunity there's a lookup field for account and a potential customer field. You'll then need to select the field in which you want to link the subgrid form to and select the opportunity view you want to display in your sub-grid.
You can view this article below on adding subgrids.
www.websan.com/.../714-sub-grids-in-dynamics-365-everything-you-need-in-one-place
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