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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Parameter to View in A...
Customer experience | Sales, Customer Insights,...
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Parameter to View in Account dashboard

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Posted on by yogesh_Deloitte 61

HI All, 

On account screen we have price quote grid, that is right now pulling all the price quotes matching with same account_id (db guid).

we wanted pull all the price quote linked with account number(not a guid). can we do this.

Thanks in Advance.

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  • Suggested answer
    Goutham A Profile Picture
    Goutham A 2 on at

    I think this is not possible OOB. This  depends on relations ship that is setup between account and price quote.

    You may need to write a custom HTML\Javascript to show these records on dashboard.

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