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how to display opportunity close form fields in different views or reports RRS feed

  • Question

  • Hi

    When I close an opportunity in my CRM 2011, when this is a lost opportunity, on the Opportunity Close form I register even the competitor who has won this opportunity and some description.

    Everything is work fine but now I want to extract this information so I want to build a view who has all lost opportunities, with the competitor and description which I entered previously, but I am not being able to find this information.

    The Opportunity Close form is not displayed in any of the areas of CRM and cannot be customized differently.

     

    Please  help me to solve this issue

     

    Thank you and best regards

    Ernest


    Best regards Ernest
    Monday, September 19, 2011 10:46 AM

Answers

  • Hi Ernest,

    Think using the Report Wizard in CRM, you can use the following steps to produce the list of Opportunities with the Opportunity Close fields.

    In the Reports area of CRM, click 'New' to add a new Report and then click the Report Wizard button to begin.

    You can then create a report which reports on the Opportunity Entity and the Opportunity Close Entity:

    This will allow you to add fields from either the Opportunity screen or the Opportunity Close screen to the report.

    So the Competitor field is coming from the Opportunity Close screen, whereas the other fields are coming from the Opportunity - as when adding a field to the report we have the following selection:

    (oh max 2 images per post, so will continue this in the next post..)


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Proposed as answer by P McQ Thursday, September 22, 2011 8:44 AM
    • Marked as answer by Donna EdwardsMVP Friday, September 23, 2011 4:38 PM
    Tuesday, September 20, 2011 9:27 AM
  • ..as when adding a field to the report we have the following selection:

    So here for adding a field to the report we can select either the Opportunity or the Opportunity Close.

    Which when put together and the report saved, we have a final result as per the following:

    Does this look like the sort of Lost Opportunities to Competitor report you are looking for?

    This does have the blocky layout of the Report Wizard which I am not a big fan of, but avoids the need to open Visual Studio and develop anything.  You can also add group Totals for the estimated or actual revenue lost, allowing you to calculate the total amount lost to a Competitor over a certain period say.

    Hope that helps.

     


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Proposed as answer by P McQ Thursday, September 22, 2011 8:44 AM
    • Marked as answer by Donna EdwardsMVP Friday, September 23, 2011 4:38 PM
    Tuesday, September 20, 2011 9:30 AM

All replies

  • Hi Ernest,

    If you perform your Advanced Find or Report on the 'Activity' entity (schema name: activitypointer) and then filter to only show activities where the Activity Type equals 'Opportunity Close'.

    You can then use the relationships to this Activity entity to determine the field values for whether the Opportunity is Lost or Won, and the field values for which Competitor the Opportunity Close was Lost to.  Is tricky to describe given the way CRM treats Opportunity Closes as kind of 'hidden' activites, the following image might show this better:


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Proposed as answer by Amreek Singh Monday, September 19, 2011 12:22 PM
    Monday, September 19, 2011 11:03 AM
  • Hi,

    You can only display the fields from the related entities in view which has 1:N relation with the entity, in case of Opportunity Close, it has N:1 relationship with the Opportunity entity so you can not display the fields form OpportunityClose into the Opportunity entity views. You can create a report that will join Opportunity and OpportunityClose (opportunityclose entity) records and show the field from the opportunityclose record in the report. 

    You may refer the following posts for report customization:

    http://gtcrm.wordpress.com/2011/03/24/fetch-xml-reports-for-crm-2011-online/

    http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/03/21/reporting-through-bids-in-crm-online-2011.aspx


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, September 19, 2011 11:06 AM
  • Yes

     

    But in the view displayed I cannot display the fields Competitor and Description which i fulfill on the Opportunity Close form.

     

     

    Regards

    Ernest


    Best regards Ernest
    Monday, September 19, 2011 1:41 PM
  • I tried this but when I am creating new report :

    Primary Record Type: Opportunities

    Related Record Type: "I dont have Opportunity Close here"

     


    Best regards Ernest
    Monday, September 19, 2011 1:43 PM
  • Hi Ernest,

    If you try the following in the Report Wizard, does it give you the kind of report you need:


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Monday, September 19, 2011 2:04 PM
  • Hi P McQ

    I will try to make it simplier.

    When I close an opportunity, I have the following form:

     

    Now I want a simple report or view where I can see the opportunities columns and add these fields of the Close Opportunity form which I fulfill when I close the opportunity.

     

    Now if you can have any suggestions how to accomplish that, please suggest.

     

    Thank you and best regards

    Ernest


    Best regards Ernest
    Tuesday, September 20, 2011 7:54 AM
  • Hi Ernest,

    Think using the Report Wizard in CRM, you can use the following steps to produce the list of Opportunities with the Opportunity Close fields.

    In the Reports area of CRM, click 'New' to add a new Report and then click the Report Wizard button to begin.

    You can then create a report which reports on the Opportunity Entity and the Opportunity Close Entity:

    This will allow you to add fields from either the Opportunity screen or the Opportunity Close screen to the report.

    So the Competitor field is coming from the Opportunity Close screen, whereas the other fields are coming from the Opportunity - as when adding a field to the report we have the following selection:

    (oh max 2 images per post, so will continue this in the next post..)


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Proposed as answer by P McQ Thursday, September 22, 2011 8:44 AM
    • Marked as answer by Donna EdwardsMVP Friday, September 23, 2011 4:38 PM
    Tuesday, September 20, 2011 9:27 AM
  • ..as when adding a field to the report we have the following selection:

    So here for adding a field to the report we can select either the Opportunity or the Opportunity Close.

    Which when put together and the report saved, we have a final result as per the following:

    Does this look like the sort of Lost Opportunities to Competitor report you are looking for?

    This does have the blocky layout of the Report Wizard which I am not a big fan of, but avoids the need to open Visual Studio and develop anything.  You can also add group Totals for the estimated or actual revenue lost, allowing you to calculate the total amount lost to a Competitor over a certain period say.

    Hope that helps.

     


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    • Proposed as answer by P McQ Thursday, September 22, 2011 8:44 AM
    • Marked as answer by Donna EdwardsMVP Friday, September 23, 2011 4:38 PM
    Tuesday, September 20, 2011 9:30 AM
  • This is exactly the data I am trying to get to as well and haven't found a reasonable solution.

    I need to be able to produce a report that shows:

    Account Name

    Topic or Opportunity detail

    Status Reason (won / lost / cancelled or closed)

    AND the DESCRIPTION that users enter in the description box..... WHERE THE HELL DOES THIS GO and how is it easily extracted.  It seems like a simple enough ask to get a report but without manually typing it into activities IN ADDITION to getting users to qualify as won / lost and give a reason. 

    PLEASE HELP!

    Monday, July 30, 2012 10:09 AM
  • Hi Paul,

    Thanks for this tutorial as it helped me a lot. I am in IT working for a company based in India and our vendor company who are responsible for customization of our CRM software gave an estimation of 4 hours for the above work. However, I realized that it could be done in within 15 minutes max. provided with a time frame spared for understanding it.

    Once again thanks a lot.

    Friday, September 16, 2016 3:21 AM