Microsoft Dynamics CRM: How to show opportunities of consolidated companies together with companies in one subgrid
In our Dynamics CRM, we do have one single entity for companies and consolidated companies. As an example, look at this:
YouTube or AdMob are companies, which are all integrated in the consolidated company Google LLC. (Google LLC is parent account)
And now imagine to have some opportunities for YouTube, some for AdMob and also some for Google LLC itself. Now, I want to show all of the opportunities in one subgrid as shown below. (‘Katja 1-3’ is equal to ‘YouTube’, ‘Verbund Neu Created’ is equal to ‘Google LLC’).
So let’s look at the entity and its specifics.
The form looks like this (for all):
And the field “Typ” (english Type) defines weather it is a single company or a consolidated one. For a single company, the type is “KUSA”:
For the consolidated Company, the type is “VERBUND” (parent account):
Next, we have to insert a section to our company form, where we want to show up all the opportunities. We add a section and an grid…
… so it should look like this:
For the inner sector, it is necessary to make some selections. But you first have to do some other steps!
I created a new n:1 relationship, because there can be many opportunities for one company. Primary Entity is my company, linked entity is opportunity. I called the relationship “Verbund Verbund”.
It is important to drag this field from the field explorer onto the form of the opportunity, so that it is updated later. I added it into a hidden section, which isn’t shown afterwards for the user who are not a system administrator.
Now, we have to install a new process. I called it “Verkaufschance: Setze Verbund”, which means “Opportunity: set consolidated Company”.
It is of category workflow and it starts by creating a new record and by changing the company. And I added some conditions to the process as follows:
I check weather the company type it is of type “KUSA”, if yes, update my form opportunity. I check furtcher if the company type is of type “VERBUND”, if yes, update my form opportunity. The “Update Opportunity” function which you set in the details, looks like this:
You have to take dynamic values, so that they change in dependence of the used company. In my case, I used the company with type Kusa and in the second case the company with type Verbund.
So what is happening now is the following:
Every time I create a new Opportunity (or change one), the process fills up the field “Verbund Verbund”.
- If it is a company with a parent account in form of a consolidated company, the field “Verbund Verbund” is filled up with the consolidated company. (If you capture an opportunity for Katja1-3, the parent account would be “Verbund Neu Created” and the field “Verbund Verbund” would so be set to “Verbund Neu Created”)
- If it is a consolidated company, the field “Verbund Verbund” is filled up with it’s own name. (If you capture an opportunity for “Verbund Neu Created”, there’s no parent account, but “Verbund Neu Created” is a parent account and the field “Verbund Verbund” would so be set to “Verbund Neu Created”)
- If it is a company without a parent account in form of a consolidated company, the field “Verbund Verbund” remains empty. (If you capture an opportunity for company xy which has no parent account, the field “Verbund Verbund” remains empty)
Remember this step here?
There was some information missing, but now we are able to deliver it:
Take only linked records, choose the now appearing entity “Opportuntiy (Verbund Verbund)” and take a view you like – in my case all open opportunities. You can also edit the columns of your subgrid here.
And with this information, our subgrid now knows, which opportunities do belong to the construct of the consolidated companies (all together).