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Associated contacts, opps and contracts.

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Posted on by Community Member Microsoft Employee

Hi Guys,

Is there a way i can view all my related records like contacts, accounts, opps and contracts linked to a particular account in Dynamics? I used to work on Salesforce before and it used to give us all the information under the account page. Please let me know.

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Community Member Microsoft Employee on at

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RE: Associated contacts, opps and contracts.

Hi,

You can add Contracts in the navigation from Account Form. Please refer the image.

Hope it helps :)
Community Member Microsoft Employee on at

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RE: Associated contacts, opps and contracts.

Also, i don't see the option for Contracts under services under my account. is there any reason for the same?
Community Member Microsoft Employee on at

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RE: Associated contacts, opps and contracts.

Thanks Ridhima, this is helpful.
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Community Member Microsoft Employee on at

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RE: Associated contacts, opps and contracts.

Hi ,

You can check , Please refer the image:

Thanks,