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Customer experience | Sales, Customer Insights,...
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Can't find a custom table for creating a view in another table

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Posted on by 60

Hello,


I would like to create a view for table Account with the columns (fields) from the table Marketing List but i can't find the table in the list. 

Any suggestions?

I have one-many relation between the tables.

pastedimage1649843035195v2.png

  • Ram Prakash Profile Picture
    2,285 on at
    RE: Can't find a custom table for creating a view in another table

    Hello,

    You can Add Account Fields in Marketing View.

    You cannot Add Marketing Fields in Account View.

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Follow me on Twitter : @rampprakashd

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  • Verified answer
    Bipin D365 Profile Picture
    28,958 Moderator on at
    RE: Can't find a custom table for creating a view in another table

    Hi,

    Only Many-one relationship table will be visible to select the attribute from.

    One-Many relationship table will not visible while adding the fields on view.

    Please confirm that you have added Marketing list lookup on Account Entity then only you can add attributes from ML to account view.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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