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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Showing cases in oppor...
Microsoft Dynamics CRM (Archived)

Showing cases in opportunity form

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Posted on by Zeera 77

Hi Guys, 

I am trying to workout a strategy to show cases related to an opportunity in opportunity form. Currently, when a case is created it is assigned to an Account or a contact. The opportunity can also be linked to an Account or a contact. I tried to use subgrid to show cases but that did not work. I create 1:N relationship of Opportunity to cases. 

Is this possible? can someone guide me?

Regards,

Zee 

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  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Since you have already created a 1:N relationship between opportunity & case, you will get a opportunity lookup in case form & a cases subgrid in opportunity.

    Only thing you have to do is filling the opportunity lookup while creating case along with Account/contact.

  • Zeera Profile Picture
    Zeera 77 on at

    I thought that should work.  Thanks for your help Arun

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