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Microsoft Dynamics CRM (Archived)

Showing Invoices history of a customer on a New Case creation form

Posted on by 676

I would like to understand the relation between these entities: Account(Customer)-->Order-->Invoices. I already showed customer's order history in a sub grid on the Account's quickview form, which is then used on the new case creation form. Now I would like to know what sort of relationships do Account-->Order-->Invoices hold? So that I could show Invoice history as well on the new case creation form.

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Showing Invoices history of a customer on a New Case creation form

    Invoices are directly related to Order and Customer (could be either an account or a contact) through N:1 relationship. If you see invoice form, you will see lookups of both order and customer.

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