Microsoft Dynamics CRM (Archived)

Linking Opportunities with Competitor and Product

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Posted on by Huzefa Bootwala

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Hello,

We are using CRM online version 9.

I had a requirement of creating a Product under Competitor which will be linked to an Opportunity.

I have created a lookup field which looks up the Product entity. Users click on Close Opportunity as Lost. Select Competitor field. Create new Competitor and also create a new Product from within the Competitor. This works fine.

I have the following requirements:

· The competitor can have more than one product; - this is achievable. I would create 2 or 3 fields which looks up the Product entity.

· The opp will show the competitor we lost to and product;

· At the competitor level we can see all lost opps;

· At the product level we can see all lost opps;

· At the product level we can see all competitors;

Not sure about the rest.

Any help would be appreciated.

Thanx.

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Adrian Begovich 1,027 Moderator on at

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Hi Huzefa Bootwala,

I have written text on each requirement.

The competitor can have more than one product; - this is achievable. I would create 2 or 3 fields which looks up the Product entity.

You can do this, but it might be better to place a sub-grid on the competitor entity to display related product records instead.

The opp will show the competitor we lost to and product.

To achieve this requirement the opportunity entity will need to be related to the competitor and product entities.

At the competitor level we can see all lost opps.

You will need to make the competitor entity a parent of the opportunity entity.

At the product level we can see all lost opps.

You will need to make the product entity a parent of the opportunity entity.

At the product level we can see all competitors.

You will need to make the product entity a parent of the competitor entity.

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Huzefa Bootwala 320 on at

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Hi Adrian,

1. Yes you are right. I can add a subgrid for Products but users have to add a Product first before it displays in the subgrid correct?

2. How would I relate Opportunity with Competitor and Product? I have created a subgrid for Competitor in Opportunity where users have to manually add a Competitor in order to link each other. Do I need to create a relationship between them?

3. What exactly you mean by a Parent entity? How can I achieve this?

Thanx.

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Huzefa Bootwala 320 on at

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By Parent - child, you mean 1:N relationship correct?

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Adrian Begovich 1,027 Moderator on at

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Hi Huzefa Bootwala,

That is correct. The parent represents the 1 and the child represents the N in the one-to-many relationship.

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Huzefa Bootwala 320 on at

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Thanx.

I created 1:N relationship from Competitor to Opportunity.

I can see lost opportunities under competitor but I cannot create a subgrid in Opportunity which will show me a list of Competitors.

Do I need to create another N:1 relationship where Primary entity is Opportunity and Related is Competitor?

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Adrian Begovich 1,027 Moderator on at

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Hi Huzefa Bootwala,

Check the existing relationships between the entities and create a 1:N relationship between the Competitor and Opportunity entities if this relationship does not already exist.

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Huzefa Bootwala 320 on at

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Yes I checked. I created 1:N from Competitor to Opportunity. I can see N:1 in Opportunity as well. But when I insert a subgrid in Opportunity, I am not able to see the related Record to Competitor.

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Adrian Begovich 1,027 Moderator on at

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Hi Huzefa Bootwala,

Create a 1:N relationship from Opportunity to Competitor to see this.

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RaviKashyap 55,410 Moderator on at

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Hi,

Alternatively, you can have a new custom entity and call it as "Lost Opportunity" which holds a Product Lookup, a Compititor Look up & opportunity lookup (and make them all mandatory). Now cause we have created a lookup of product, competitor & opportunity, you can add the subgrid of this custom entity to all 3. This means on any of the entity (product, opportunity or competitor), you can add records which will be visible to subgrid placed on other records.

Hope this helps.

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Huzefa Bootwala 320 on at

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Hi,

Elaborating your answer.

Create a custom entity "Lost Opportunity", create three lookup fields which will lookup to Product, Competitor and Opportunity. Add a subgrid of custom entity in Product, Opportunity and Competitor which will show the related records.

Am I correct?

Will test this scenario.

Thanx.

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