Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity \ Competit...
Customer experience | Sales, Customer Insights,...
Answered

Opportunity \ Competitor relationship

(0) ShareShare
ReportReport
Posted on by Silvia Innamorati 121
Hi everyone,
 
I'd like to restore the relationship between Opportunity and Competitor.
I've checked on my CRM and the view with Opportunity and Competitor filter works:
 
 
But if I add a Subgrid object into Competitor Form and I check related on it it seems there isn't a relationship between these 2 entities....
 
 
Entity Competitor setting:
 
How can I do to restore/or set this relationship?
 
Thanks in advance,
Silvia Innamorati
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Opportunity \ Competitor relationship
    Hi Silvia,
    Competitors are simultaneously associated with both opportunity and opportunity closure, N:N for the former and 1:N for the latter.
    Based on you first screenshot:
    --The relationship between competitors and opportunity close is used.
    --Those opportunity records returned are not themselves associated with a competitor, only the presence of a competitor on the opportunity's associated opportunity close record
    Your second screenshot:
    --It's the relationship between opportunity and competitor that's being used here
    There is nothing wrong with the relationship itself, you are just using two different relationships in a confusing way by mistake.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans