Hey everyone,
I have a question concerning a specific view I need to create and I just can't seem to find an solution: I want to have one single list that shows all related opportunities and all related leads of a specific account. Is there a way to build a view oder are there other ways of getting a report like this??
Thank you in advance for any ideas to help me!!
BR
Thank you all so much for your answers!! I will try with the reports. Unfortunately it still doesn't give me the option to easily switch accounts and give me the same information but I already figured that there are limits.
Thanks again
Sadly, we can't do this with views- but there are other ways we can get the same info.
Firstly- the relevance search in the top ribbon (or dataverse search if you've enabled it) will show all leads and opps related to a company if you search on the company.
Next - old school reports (based on SSRS reports) can show data from multiple tables; but if you create them via the wizard (no development and importing required), they have to have a 1-n relationship sadly. Some of the OOTB ones (which are more complex) might show what you need (I had a look at a couple with account and opp data shown)- you can find them via advanced find and add them to the site map using the below article.
docs.microsoft.com/.../add-reporting-to-app
Other than that, it would be Power BI time. That would be a really simple report to create; if you've not used it before, check out the beginners content on Learn.
You can create a report that it can show related record like a matrix table.
You could make one list with opportunities including collumns from the originating leads. This list will not show the leads that are not qualified to an opportunity. Alternatively, you could make two lists, one with leads and one with opportunities.
Hi yvka123,
a system or personal view is always table-related, which means that you cannot have one view containing records from 2 different tables.
As per: docs.microsoft.com/.../create-edit-views-app-designer
Depending on your requirements, you can consider creating a Dashboard containing 2 different views (as 2 components of the same dashboard) in order to visualize records from both tables in one UI: docs.microsoft.com/.../create-edit-dashboards
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