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