32 Wednesday, January 4, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Opportunity : Related Record To Opportunity

  • Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
  • Activities: View existing activities or create a new activity for the Opportunity record.
  • Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
  • Connections: Add to the record an individual who has a certain role or relationship to the record.
  • Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.

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  1. SDK\Resources\ExportedRibbonXml or
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    1. This message retrieves the core application ribbons including the entity template.
  3. RetrieveEntityRibbonRequest
    1. This message retrieves the ribbon definition used for a specific entity.

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