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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can I make orders ...
Customer experience | Sales, Customer Insights,...
Answered

How can I make orders show up under Related records for Contacts

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Posted on by CRM Learner 88

When on a contact record I want to be able to see related orders.  Right now only leads and opportunities show up.

How can I make Orders show up under Related Records

I have the same question (0)
  • CRM Learner 88 Profile Picture
    CRM Learner 88 on at

    Bump

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    HI,

    I checked the same on my online instance and On contact we have multiple main forms like "Information", "Contact" etc. 

    when i checked the Information form then in related Tab, i am able see the order entity.

    Now when i checked the "Contact" Main form then it was not there.

    So, by following below steps i am able to see the order entity in related.



    pastedimage1635520421872v2.png

    Thanks,
    Pradeep.

    Please mark this as VERIFIED. if it helps.

  • CRM Learner 88 Profile Picture
    CRM Learner 88 on at

    Orders doesn't show up for me as an option here.  Do I need to create a relationship?

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    before that please check relationship again.

    because on my instance it is OOB and of managed type as highlighted below:

    pastedimage1635521994035v1.png

    Please check once.

    Thanks,
    Pradeep

  • CRM Learner 88 Profile Picture
    CRM Learner 88 on at

    Nevermind I was on the wrong entity, I see it now, thanks so much!

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