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ReportHi,
We have one requirement to show all the contacts associated with an Opportunity in the Opportunity view.
Is there any way to show it.
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Hi,
We have one requirement to show all the contacts associated with an Opportunity in the Opportunity view.
Is there any way to show it.
*This post is locked for comments
Hi Vineet,
How do you associate an opportunity with multiple contacts? If it is via a custom 1: N relationship, then you will be able to create a subgrid of contacts in Opportunity form via this relationship.
Hope this helps.
Hi Vineet,
When you mention Opportunity View, if you are talking about the Opportunity Form then yes, you can add a tab with a subgrid to the form and display all related contacts to the opportunity.
Here is an article that can walk you through this.
www.crmsoftwareblog.com/.../adding-sub-grid-related-records-dynamics-crm-contacts
Hi Vineet,
You can't include child records in the parent view (but can show parent entity fields in child view) out of the box, so you can try to create a custom view if you have any requirement to implement something like this. But for individual opportunity you can have subgrid on the opportunity form to show related contacts.
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