Is it possible to display, via Left Side Navigation, Open Opportunities for the Account listed in the Customer field on a Case form in CRM? Also, would like to display a Closed Opportunities Sub-Grid for the Account in the main part of the form.
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Is it possible to display, via Left Side Navigation, Open Opportunities for the Account listed in the Customer field on a Case form in CRM? Also, would like to display a Closed Opportunities Sub-Grid for the Account in the main part of the form.