Recent Opportunities view

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Posted on by cgb

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We have the recent opportunities view placed on the contact form, however I am unsure of the criteria used to populate the view. I tried setting the primary contact value on the opportunity, yet when I navigate to the primary contact's contact form, the view does not show the opportunity. The only way I have been able to get opportunities to populate is if I create an opportunity from the view. How is this view intended to work?

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Afinney 250 on at

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I'm presuming (correct me if I'm wrong) that what you are intending to do is replicate the system view 'recent opportunities' so that it is available in the contacts entity? If so there the only logical reason I can think of as to why no records are available is that the criteria set within this view makes it so that only records available to view are records you or your user account has created. Could you elaborate more as to what you are trying to achieve?

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Aileen Gusni 44,524 on at

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Hi CGB,

The view is a standard view from CRM, or a customized view?

If this is a standard view, this is should be like this:

Which is show opportunity based on potential customer

and this is the criteria

So, basically, it will show based on the Potential Customer field, not Contact.

I give you example:

This opportunity has Contact Roberty Lyon and different Potential Customer

(I show the Potential Customer field to Opportunity Form)

Then, when I go to Robert Lyon (sample), I cannot see this Opportunity in the Recent Opportunities View

But, if I change the Opportunity Potential Customer to Robert Lyon (sample), I can see the Opportunity:

This is how it works, based on the Potential Customer.

If you want to make the Primary Contact as your filter criteria, then you can change using Set Properties, to Opportunity (Contact)

Hope it helps!

Thanks.

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Aileen Gusni 44,524 on at

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Anyway, additional, just for your info.

"The only way I have been able to get opportunities to populate is if I create an opportunity from the view."

If you create your Opportunity from the View of the Contact Form, yes, you can because when you create the Opportunity, it will fill the Potential Customer to the Contact, not Account.

For example, I create a New Opportunity from Robert Lyon.

Then, when I double click the Opportunity, the Potential Customer is Robert Lyon himself, not his Company.

"How is this view intended to work?"

This is based on the Potential Customer.

Hope it helps!

Thanks.

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cgb 1,075 on at

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Aileen, thank you so much for the extensive explanation. I misunderstood the entity selection.

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Community Member on at

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Hi,

By default, Recent Opportunities view load records on the basis of a hidden field called "Potential Customer". You can change the data source of the view by following step by step procedure :

1.    Edit Account and Contact Form by clicking Form editor button.

2.    Click on entity and select Forms.

3.    Open the main form.

4.    Click on grid, which you want to customize.

5.    Click Properties from the toolbox on the same window.

6.    Change the view from Opportunities(Potential Customer) to Account - for Account View and Contact for Contact View.

7.    Save and Publish.

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MezMarianne 1,267 on at

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I think the reason why this confuses many is because if you are in a B2B environment you never think that a potential customer could be a person and not a company.

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Community Member on at

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Potential Customer value is based upon the way you created the opportunity. There are 2-3 ways to create an opportunity in dynamics.

e.g. Creation of Opportunity with already created account and contact and creating opportunity without account and contact(which let the system to create account and contact automatically)

Please mark my previous answer as verified, if it solved your query.

Thanks.

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Dridou on at

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Thank you very much for explanations!

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JasonPDX 20 on at

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Great explanations, help me understand it a lot better. Is there a way to add another data source? I would like to add opportunities (stakeholders). That way any contact that is under stakeholders in an opportunity will also show the opportunity under the contact record.

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