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Microsoft Dynamics CRM (Archived)

Opportunity Associated view is not showing anything...

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Posted on by 26

When in a client account (any account) if I navigate from the Account entity to the Opportunities entity, the Opportunity entity is blank. I've checked multiple views but there are no records. I can find the opportunities by using the recent records tab on the account screen, however, so I know there are opportunities tied to the accounts.   Any help is appreciated.  Thank you.

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Opportunity Associated view is not showing anything...

    Hi ,

    Could you please check below article , seems you will get answer , Hosk already got root cause for this.

    community.dynamics.com/.../crm-2013-opportunity-associated-view-not-showing-the-opportunities

  • Ben T Profile Picture
    803 on at
    RE: Opportunity Associated view is not showing anything...

    Did you try going into customize the system, then check opportunity "views" and open a few to make sure there aren't any filters present that are messing with things?

  • USA80 Profile Picture
    26 on at
    RE: Opportunity Associated view is not showing anything...

    yes, and it doesn't appear that is the issue

  • Mahendar Pal Profile Picture
    45,095 on at
    RE: Opportunity Associated view is not showing anything...

    Make sure you are referring correct relationship and there may be another relationship created between account and opportunity and you may be looking for the wrong one.

  • USA80 Profile Picture
    26 on at
    RE: Opportunity Associated view is not showing anything...

    This didn't solve my issue

  • USA80 Profile Picture
    26 on at
    RE: Opportunity Associated view is not showing anything...

    Goutam Das  - the post didn't solve my issue.

  • ashlega Profile Picture
    34,477 on at
    RE: Opportunity Associated view is not showing anything...

    What about Mahender's suggestion? Just to clarify, you might not even see that other relationship.. You may have to go to the form designer, choose navigation, then add all opportunity relationships to the account form.. Save, publish, then try all of them on the account that has opportunities..

    Also, what Goutam wrote.. Go to advanced find, choose opportunities, create a filter to only display the opportunity you don't see under account, then add contact, account, and potential customer columns.. Which ones are populated?

  • USA80 Profile Picture
    26 on at
    RE: Opportunity Associated view is not showing anything...

    I did what you mentioned in the first paragraph and that didn't work.  Your 2nd paragraph when I created an advanced find view, the one that populated was Account and Potential Account, nothing was under Contact.

  • USA80 Profile Picture
    26 on at
    RE: Opportunity Associated view is not showing anything...

    my filter contained where status equals Won, Lost, Open.

    I know that in the opportunity associated view there is nothing in the filtering area.

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