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Johnz Blog - The MscrmGuy

Microsoft Dynamics CRM
Accounts Product Listing - Level 100

Hi all:

The other day I was at a customer site and they asked if there was a way to see a "rollup" of all the products a particular account has purchased, other than going though their invoices one-by-one. So as an exercise I decided to have a crack at a solution for this.

Click here for the lands-on-lab...

Note it was suggested to me to just use the "Products By Account" report from the Account record screen, however while this is certainly a cool report, the customer in this case specifically asked for a grid to be integrated into the Account form.

Posted: Friday, March 10, 2006 10:22 AM by jstraumann

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