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
Solved

Microsoft CRM 2011

Posted on 2011-09-20
4
701 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
  • 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

NAS Cloud Backup Strategies

This article explains backup scenarios when using network storage. We review the so-called “3-2-1 strategy” and summarize the methods you can use to send NAS data to the cloud

Question has a verified solution.

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

Suggested Solutions

This article shows how a content item can be identified directly or through translation of a navigation type. It then shows how this information can be used to create a menu for further navigation.
In this article, we will look at our content management system as a whole, to get an idea of how we will start to manage these content items.

840 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