Merging or Connecting Opportunities together.

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Posted on by Community Member Microsoft Employee

Hi all,

We use Onpremise 2013 CRM and we have sales software that generates opportunities in our CRM for us to track.

Sometime sales software generates multiple version of a project which create multiple opportunities in CRM and I would like to find a way to link them together so that when somebody goes in the opportunity they know that there is also other opportunities for the same project.

Other reason to connect them is that we might have 2 opportunities created because project ios being quoted in two different sales territory. We would still like to link the two together so that the sales manager can see that both of these OPP are being pushed by different people.

Hope this explains my request.

thanks for your help.

Patrice

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RaviKashyap 55,410 on at

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RE: Merging or Connecting Opportunities together.

Hi Patrice,

You can create a self referencing many to many relationship on opportunity entity. This way, you will get the sub grid to associate related opportunities.

You can refer this blog( though old version but basic concept is same)

sumedha8.blogspot.com.au/.../self-referential-relationship-explained.html

Hope this helps.