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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Tasks view not showing...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Tasks view not showing the records. But record is exist

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Posted on by Rahul Rathore 23

2642.pastedimage1626674295123v1.png

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  • Community Member Profile Picture
    Community Member on at

    Hi Rahul,

    From you screenshot, current view is ‘Task Associated View’, maybe you can change to another view to check these records.

    7824.pastedimage1626682455413v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Rahul Rathore Profile Picture
    Rahul Rathore 23 on at

    Hi Leah,

    I have checked for all views. There is no data showing.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Hi Rahul,

    Can you tell me which entity the current form belongs to? A complete screenshot would be appreciated.

    And have you checked the regarding field of tasks is current record?

    4075.pastedimage1626683310409v1.png

    Regards,

    Leah Ju

  • Rahul Rathore Profile Picture
    Rahul Rathore 23 on at

    Hi Leah,

    This is related to opportunity entity.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Rahul,

    Have you done some customizations to the navigation of the opportunity form?

    Because there is only activity tab can be shown in the navigation of the OOB form, I can’t find task tab into the navigation?

    6266.pastedimage1626684652825v1.png

    For testing, i created one new 1:N relationship between Opportunity and Task, one task tab can be shown in the form now.

    1425.pastedimage1626685153504v4.png

    3051.pastedimage1626685179466v5.png

    So you can go Settings > Customizations > Customize the system > Entities > Opportunity > Forms to open the main form.

    Clicking 'Navigation' button and double-click 'Tasks' in the right pane to open 'Relationship Properties' dialog to check name.

    6131.pastedimage1626685102897v3.png

    Then go to relationships to open the relationship based on the name, then find lookup field.

    0755.pastedimage1626685957182v9.png

    If so, Task Associated view just show tasks related to opportunity based on the new lookup field value not regarding field.

    Test:

    Task:

    3301.pastedimage1626685756484v6.png

    Opportunity--01:

    5736.pastedimage1626685851819v7.png

    Opportunity--opp1:

    8816.pastedimage1626685895076v8.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Community Member Profile Picture
    Community Member on at

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1626743121182v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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