web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

Dynamics 365 portal - Create a case - filtering invoices on order chosen

(0) ShareShare
ReportReport
Posted on by 8

I've created a Portal for customer to create cases

I've added Orders and Invoices to the create case page and the orders and invoices are filtered to the contacts account

however I would like the invoices to be filtered to the order chosen, how can I do this?

pastedimage1581508860864v1.png

I have the same question (0)
  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Please refer to the following blog with steps.

    www.dancingwithcrm.com/.../

    Hope it helps.

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 51 Super User 2026 Season 1

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#3
Nagaraju_Matta Profile Picture

Nagaraju_Matta 50

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans