Microsoft CRM 2011
Posted on 2011-09-20
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.