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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How we can view the Pa...
Customer experience | Sales, Customer Insights,...
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How we can view the Participating Records on Goal entity in UCI (Dynamics 365 CE - V9 on-premises)

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Posted on by Uzayr 5

Hi,

How we can view the Participating Records on Goal entity in UCI (Dynamics 365 CE) that are being used in the calculations of the goals.

For web client, we can view the Participating Records on Goal entity as shown in the below screenshot.

 pastedimage1584622538201v1.png

But the Participating Records on Goal not available on UCI. I am using Dynamics 365 CRM, on-premises V9.0.4.5

Please help me with this.

Thanks,

Uzayr

I have the same question (0)
  • Fabio Branco Profile Picture
    Fabio Branco Microsoft Employee on at

    Hi Uzayr,

    Thank you for question

    Microsoft introduced some changes on regards how the tabs and the navigation is displayed on the form on version 9.0 or above

    The related Navigation elements of the form show appear next to the form tabs, as ilustrated on the picture below

    pastedimage1584710866876v2.png

    Are you able to see the see your 'Actual' relationship under the related area on UCI client? 

    Please verify if you have included your Actual enitty, and views in your UCI applcation. Aditionally, make sure you give the rigths for the user to access the Enitty on the application

  • Frosty Profile Picture
    Frosty 5 on at

    Have you found any solution? I am facing same issue with an online instance..

    Thanks

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