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Customer experience | Sales, Customer Insights,...
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Opportunity \ Competitor relationship

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Posted on by 33
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
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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    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

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