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Posts Tagged ‘views’

ADX Portal – Configure views to fetch Logged In Partner owned records

As we know, ADX portal would be accessed by external Partners and they get created as Contacts in the CRM. 

We got a requirement to configure “My Opportunities” view in Portal to show the Opportunities owned by logged in Partner. 

In CRM, this type of requirement is straight forward as the filter will be “Opportunity.owner=Logged in User”

How to configure similar view in Portal, as the Partner will be ‘Contact’? 

When you Install/Enable Portal solution in CRM,

  • It creates below Contact records. 

  • Also it adds a new field “Partner Owner’ (i.e., msa_partneroppid) in all OOB entities.

To configure ‘My Opportunities’ view in ADX: 

  • Choose ‘Portal Customer’ as filter criteria. This would be replaced with logged in partner.

  • Create the view and configure as ‘Entity List’ and publish to ADX.

🙂

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Categories: ADX Tags: , ,

Categorizing Reports in CRM

October 17, 2012 Leave a comment

We can categorize reports in CRM so that we can create new view based on the category

Categorizing Reports

Categorizing Reports

Below is a useful article on “How to create new report categories” and create report views based on category

Link

🙂