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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Display related Naviga...
Customer experience | Sales, Customer Insights,...
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Display related Navigation table on a tab

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Posted on by Sol007 187
Hi all,
 
Does D365 have OOB functionality to display Opportunities on a related tab as a Tab next to summary tab on an Account? Or does this need require custom development? I have tried to use the Associated Grid control on the form but this is not the quite same.
 
Screenshot:
 
 
 
//
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Display related Navigation table on a tab
    Hi Partner,
    Unfortunately, you can't make it exactly the same, We can only try to emulate it:
    --Adding one new tab and add sub-grid related to opportuniy.
    What is the 'Associated Grid control'?
    Related Tab(Navigation) provides access to the related entities in dynamics 365.
    By default, it show entity associated view under this tab, and you can select other views.
    You can create one new tab next Summary, then add one sub-grid control and select any views(but associated view can't be selected, this is by-design):
    --Also, you can refer to the system opportunity associated view to create another new one, and select the new as default view:
    --In the 'Data Source' section, You will notice that there are two opportunity options, this is because there are two 1:N relationships between the account and the opportunity, through different lookup fields
    --If you want to be the same as on the navigation side, pick the correct relationship option:
    Relationship name and lookup name:
    Test Result:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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