web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / A view that show custo...
Microsoft Dynamics CRM (Archived)

A view that show customer and his related products

(0) ShareShare
ReportReport
Posted on by Roberto Allocco 125

I would like to create a view (or a report) as said in the subject of the thread.

I try to create a custom view with Active Customers, than i go to the column selection module.

At that point i don't know what to select to show products related to the customer.

I've tried to create a relation between product and customer, but without success.

 

What should i do?

What am i doing wrong?

 

Thank you in advance for the answers

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    There is no relationship between a product and a customer out of the box; the relationship is bridged by other entities, like Opportunity, so there is no way to create a report to achieve what you need without making some changes.

    I would probably look into creating a custom entity in CRM called "Customer Products" that includes two lookups, one for the customer (Account) and one for the product. Then include all those records on your report, view or dashboard.

    Good Luck!

  • Roberto Allocco Profile Picture
    Roberto Allocco 125 on at

    I'll try what you suggested and see if it works.

    Thanks for the fast answer!

  • Roberto Allocco Profile Picture
    Roberto Allocco 125 on at

    I'm having troubles to construct what you suggested, Gus.

    I'm not realy accustomed to use look up fields, could you please link me a guide, or give some help to complete the task?

    Thanks a lot!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans