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Customer experience | Sales, Customer Insights,...

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Sales quotes and orders from BC visible on account card

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Posted on by CU20021453-0

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I have linked Business Central to Customer Engagement, and my sales quotes and orders from Business Central are visible in Customer Engagement. However, I want the sales quotes and orders to be visible on the account card. When opening an account, I only want to see the sales quotes and orders linked to that specific account on the account card. How do I set this up?

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11manish 285 on at

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To display sales quotes and orders from Microsoft Dynamics 365 Business Central on the Account form in Microsoft Dynamics 365, you need to ensure that these records are properly linked to the Account using a lookup relationship in Microsoft Dataverse. Once the relationship is in place and data mapping is correctly configured, you can add subgrids for Sales Quotes and Sales Orders on the Account form and set them to display only related records. This will allow users to see only the quotes and orders associated with the specific account, providing a clear and filtered view directly within the account record.

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