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Microsoft Dynamics SL forum
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Meetings Set in Regarding to an Opportunity but not mapping to Account

Posted on by 1,825

We have meetings and appointments set in regarding to opportunities and those opportunities are set in regarding to an account.

When i create a custom view on appointments i added a column  Account Name (set in regarding) as well as Appointment (set in regarding). For some reason CRM does not know how to map the relation of the meeting to the account

Meeting -> set regarding to opportunity -> opportunity set regarding to account: Why don't the opportunity appointments roll up into the account view of appointments?

Thankyou!

  • Mark Asmus Profile Picture
    Mark Asmus on at
    RE: Meetings Set in Regarding to an Opportunity but not mapping to Account

    Hello Theo,

    I'd recommend re-posting your question in the CRM forums.   This is a bit outside our area of expertise (in the dynamics SL forums).

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