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Competitors table from Opportunities (opportunitycompetitors / opportunitycompetitors_association)

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Posted on by blearnav

I would like to add columns to the opportunitycompetitors table, but it is not visible.

I want it to be possible to classify the competitors in each opportunity, through columns like "incumbent" and "preferred".

Is there a way to do this or something similar?

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Mohamed GRAIB 2,504 Moderator on at

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Hi blearnav,

In my knowledge, I think that the opportunitycompetirors table is not customizable.

But you can add a subgrid in the opportunity FORM to add the List of competitors that are related to your opportunity record.

You can also add a field with an option value (Preferred, incubent, etc.) in your opportunity table and then add this field in the competitor view (the view that will be added in the subgrid)

Hope that's helpful for you

Please mark the answer as verified if that's help you

Regards,

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blearnav 20 on at

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Hi Mohamed Graib,

thank you for your answer.

Unfortunately when creating a subgrid competitors in opportunities Form the related opportunity table does not appear.

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Mohamed GRAIB 2,504 Moderator on at

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Hi blearnav,

Yes it's normal because it's a many to many relationship,

You need just to follow this link

d365demystified.com/.../

Hope that's helpful

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blearnav 20 on at

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Hi Mohamed Graib,

thanks again for your answer.

It is not possible to change the default settings of this N:N relationship.

And if I create another relationship between the same tables, wouldn't it be a bit messy?

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Mohamed GRAIB 2,504 Moderator on at

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I think that you can create a custom N:N relationship.

Just, you must give a different name to the custom relationship that permit you to differentiate the custom and th OOB relationship.

I didn't test the solution. I can try it and give you more details if you want !

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blearnav 20 on at

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Hello Mohamed Graib,

I would be glad if you could test this too, because I followed exactly the tutorial you sent me and this table is not shown in the list of related tables either.

Thank you!

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Mohamed GRAIB 2,504 Moderator on at

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Hi blearnav,

So I tested it and It wworks correctly. Please follow these steps :

1. Create a many to many relationships between opportunity and competitor

I recommend that you give a custom name of the relatioship (Display mode) that permit you to differentiate between your custom relationship and the pre-buid relationship.

Then, don't forget to select searchable = Yes and in the display option, select "Custom label"

In my case, my custom label is "Test".

2. Navigate to your opportunity FORM.

In my case I added a new Tab, then I added a sub grid in the Section as shown in this figure :

Then click on Switch to classic as shown in the figure below :

Now, in the classic FORM, you must configure your Subgrid, you will search your custom label of relationship as shown in this figure

Click on Save and publish.

I recommend that you delete your first subgrid and re create it as described in these steps.

Now, Just navigate to your apps :

And you 'll show your records !

Hope that's helpful for you.

Please mark answers as verified if that's reolve your problem !

Best regards,

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blearnav 20 on at

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thanks for the help!

The problem here is that the opportunity table is not being displayed, which makes it impossible to choose the columns that I had previously created in opportunities (Preferred, incubent, etc.)

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Mohamed GRAIB 2,504 Moderator on at

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Hi blearnav,

Yes, I see that you cannot add the fields of opportunity in the competitor view.

I 'll see if I can propose you another solution to differentiate between your competitors

Thank you !

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Mohamed GRAIB 2,504 Moderator on at

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Hi @blearnav

The solution is :

Create a field in the competitor entity with the type :

- Lookup (Table Opportunity) as shown in the figure below :

Then, Edit your competitor view, The opportunity table will appear as shown in this figure :

Hope that's helpful for you !

Please mark answers as verified if that's resolve your problem !

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