Good Day,
I'm using Dynamics 365 Sales. I'm in the leads form and I want to customize the related tab just to show account and contacts. When I go into classic mode, even if there is a N:N relationship by default between Lead <--> contacts and lead <--> accounts, it doesn't show into solution explorer.
when I create another N:N relationship on top of the out of the box one so 2 N:N between the same tabs... now I see into Relationship explorer Contacts and Opportunity. What am I missing so the out of the box relationship works fine ?
FYI : I did the samething before for Contacts table and Accounts and eveything was working fine.
Am I doing something wrong ?
@Anonymous
Can you please share a screenshot of this N:N relationship?
Also are you saying that you tried to add sub grid on the lead and it didn't work?
I tried what both you said and it didn't work.
I have lead N:1 Opportunity both are display and opportunity doesn'T show into lead related tabs.
@rampprakash and @Mira_Ghaly ,
I understand both comment and they are making sense but why do I have a N:N as Standard ( Out of the box ) I didn't create it... ?
Hello @Anonymous,
As Suggested by @Mira_Ghaly the relationship between Lead and Contact is 1:N.
If you create N:N relationship for Sure OOB behavior won't come up with tab or section. You need to Use Separate SUB-Grid to Achieve the same.
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@Anonymous
The relationship between the Lead and Contact is 1:N but yet as OTB functionality you can only relate one lead to one contact so by design it is set to Do not Display and that's why you are unable to see them on the Related Tab
A work around I would suggest here is to add a sub grid on the form instead and do not forget to Tick Show Only Related records.
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