Solved

Microsoft CRM 2011

Posted on 2011-09-20
4
703 Views
Last Modified: 2012-05-12
I am trying to create a view from Opportunities and Opportunity products associated as Line Items with the Opportunity.  

From the Opportunity,I want to show the customer, the owner of the opportunity, the probability, the estimated amount

From the Opportunity Products (added as Line Items to an Opportunity when it is created), I want to show Product ID and Product Name.

I have tried modifying the views (Active Opportunities), creating relationships between the two entities (Opportunity and Opportunity Product), using Advanced Find and modifying the Advanced Find view in Opportunity entity.

This is the online version of CRM 2011 so it looks like I cannot use SQL Server Mgmt Studio to view the two tables and find the fields I need.

So if someone can tell me how to link Opportunity and the Opportunity Products Line Items so I can have create a View of this combined information, I would very much appreciate it.

Thanks for your help.
0
Comment
Question by:apollo7
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
  • 2
4 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 36572447
I think you can do this without creating any new relationships. The trick is to base the Advanced Find on Opportunity Products. Then use Edit columns to add the required columns:

In Record type:
 select Existing Product (Product). This gives you the Product ID
 select Opportunity (Opportunity). This gives you the Estimated Revenue and Probability

Remember that Advanced Find can only return a list of records of one type but it can display fields from records immediately related to that type. For anything more complex you will need to write a report.
opp-product.JPG
0
 
LVL 1

Author Comment

by:apollo7
ID: 36573494
feridun

that works great - is there a way I can display this as a view under Sales > Opportunities or as a view available from my Opportunities dashboard view selector?

Not sure where I can call it from?  Products?

Thanks
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 36573558
I think not. Only views based on opportunities will shown under Sales | Opportunities.

You can create a system chart for opportunity products and then add that chart to a dashboard.
0
 
LVL 1

Author Closing Comment

by:apollo7
ID: 36573764
Thanks very much - this was very helpful
0

Featured Post

Comparison of Amazon Drive, Google Drive, OneDrive

What is Best for Backup: Amazon Drive, Google Drive or MS OneDrive? In this free whitepaper we look at their performance, pricing, and platform availability to help you decide which cloud drive is right for your situation. Download and read the results of our testing for free!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
In this video, viewers are given an introduction to using the Windows 10 Snipping Tool, how to quickly locate it when it's needed and also how make it always available with a single click of a mouse button, by pinning it to the Desktop Task Bar. Int…
In this video we outline the Physical Segments view of NetCrunch network monitor. By following this brief how-to video, you will be able to learn how NetCrunch visualizes your network, how granular is the information collected, as well as where to f…

717 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question