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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity \ Competit...
Customer experience | Sales, Customer Insights,...
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Opportunity \ Competitor relationship

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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

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