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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Trying to build a cust...
Microsoft Dynamics CRM (Archived)

Trying to build a custom view for Sales Team that combines data from Opportuntiities and Quote Records

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Posted on by Community Member Microsoft Employee
I am trying to customize a Quote System View, however I need the Opportunity Name to be a hyperlink so we can have quick access to the Notes associated with the Opportunity. I have tried to add the column (NOTES) into my view, but it doesn't populate with any data.

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