Comments
Hi Richard
You can use the query editor to add joins to other tables. After joins are added, those tables become available as data sources.
Keep in mind that there has to be a record in the joined table, otherwise you will produce an empty query result and the wave label will not be printed.
You can account for this by creating multiple layouts where the joins are crafted accordingly.
BR,
Oskar
OMG Please make adding extra fields to navigation lists a thing, I don't think you guys understand how accounts departments work! We don't want to have to open a smartlist just to see who is over their credit limit. It should be on the navigation list which is the working list for our bookkeeping team.
VENDOR NAME, VENDOR ID, CREDIT LIMIT, CURRENT BALANCE, CONTACT NUMBER, CONTACT NAME.
It would make using Dynamics massively more efficient to use if we could add these fields to the Navigation list. The we can at a glance see who is over their credit limit or nearing their credit limit.
We work from these lists not from smartlists.
Please make it possible to add more fields to navigation lists.
many thanks
Sean
You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa.
Regards,
Henry