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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to create a view t...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to create a view to see what opportunities lost to what competitor?

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Posted on by USA80 26

Hello,

I need to create a view that shows Opportunities that are lost and the competitor information.  How can I achieve this?

Thank you.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi USA80,

    You could create a view on Opportunity Close table to do this. Please see the details:

    Step 1: Create an new view in the Opportunity Close table.

    pic88.png

    Step 2: In order to display the results more clearly, I added three fields of Opportunity, Competitor and Status(Opportunity) to the new view. And then click Edit filters.

    pic89.png

    Step 3: Click Add related table and edit filters.

    pic90.png

    Result:

    pic91.png

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