Displaying Money Field from Related Entity in a View Error – Need to Add Currency Field From the Related Entity to the View


One of our Microsoft CRM Online customers asked us how come a money field from a related entity doesn’t display the value within a view he had created (via Advanced Find).
 
To illustrate this issue – We would like to display the "Credit Limit" from the Account’s Primary Contact in an Account View.
 
To prepare for this, we setup an Account’s Primary Contact "Test Contact One" with a "Credit Limit" value of "100.00":
 
 
We then created an Advanced Find on the Account entity to display both the "Credit Limit" fields (Currency and Base) of the Account’s Primary Contact:
 

 
When we run this Advanced Find on Microsoft CRM v4.0 On-Premise – we received this error:
 
 
An if we run this Advanced Find setup on Microsoft CRM Online – we didn’t get an error, but the "Credit Limit" (Currency) value is blank!
 

The cause of this issue was due to the "Currency" field not present in the view.  Our Advanced Find views above for both Microsoft CRM v4.0 On-Premise and CRM Online are working properly after adding the "Currency" field from the Primary Contact!

 
 
 
Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
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