Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 portal - ...
Service | Customer Service, Contact Center, Fie...
Unanswered

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

(0) ShareShare
ReportReport
Posted on by G.Vetere 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

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Dynamics 365 portal - Create a case - filtering invoices on order chosen

    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

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

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

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans