web
You’re offline. This is a read only version of the page.
close
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 / Microsoft Dynamics CRM (Archived) / Showing cases in oppor...
Microsoft Dynamics CRM (Archived)

Showing cases in opportunity form

(0) ShareShare
ReportReport
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 

*This post is locked for comments

I have the same question (0)
  • 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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans