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How do I add a view from a field from the Account form in the Opportunity form?

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Posted on by Marc Amo

5

Hi!

I have created a few fields with customer contract information in the Account form.

I am now trying to create a view of these fields in the Opportunity form as well, so everybody can see the relevant contract information when opening the opportunity.

When I try to add these fields or create a quick view, these fields do not appear and a search returns no results?

Can someone help me?

Thanks in advance

With regards, Marc.

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Leads or Opportunities

Accounts or Contacts

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Marc Amo 5 on at

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RE: How do I add a view from a field from the Account form in the Opportunity form?

It worked! Thank you so much Amit! :)
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Amit Katariya007 5,801 Moderator on at

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RE: How do I add a view from a field from the Account form in the Opportunity form?

Please follow below steps give in the article. And make sure you are selecting correct relationship for quick view form when adding it on the opportunity.

https://www.marksgroup.net/blog/dynamics-365-quick-view-forms/

Thank you,

Amit Katariya

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