Account - show products purchased

I would like to have a Products link on the Accounts form. This would show
me the products that the customer has purchased. It would be a listing of
all products from the Orders. Is there any way to do this?

Thanks,
-Rick M.

Niths
Sun Mar 11 22:22:00 CDT 2007

Hi Rick,

You can create a custom entity Account-Products and create a relationship
between this entity and Account and Product to display the list of products
purchased by a Customer. You can either add new records to this manually or
write a callout to populate the product values from the corresponding Order.

HTH,
Niths

"Rick M" wrote:

> I would like to have a Products link on the Accounts form. This would show
> me the products that the customer has purchased. It would be a listing of
> all products from the Orders. Is there any way to do this?
>
> Thanks,
> -Rick M.

imumar
Mon Mar 12 04:30:00 CDT 2007

Hi Rick,
Onother very good options which i will recommend is to write a aspx page and
show it in iFram in Accounts form. This aspx page will fetch the existing
products from all the orders of that Account and show it in a grid.
You will need programming skills for it and need to explore aspx .net and
CRM SDK.

Please do click on Yes or No if this post was helpful or not.

You can contact me directly on my email address if you need any MS CRM help.
--
take care,
uMar Khan
imumar@gmail.com


"Rick M" wrote:

> I would like to have a Products link on the Accounts form. This would show
> me the products that the customer has purchased. It would be a listing of
> all products from the Orders. Is there any way to do this?
>
> Thanks,
> -Rick M.