Question Status

Verified
Chon asked a question on 25 Aug 2014 11:18 PM

Hi guys,

I have a 1:n relationship between Accounts:Opportunities. Opportunities do not exist without an Account. However, contacts are added to both the Account and the Opportunity. Is there a way to show all child Contacts of an Account, but on the Opportunity form?

Thanks in advance - might not have explained this clearly but please let me know if you would like more clarity.

Dynamics CRM 2013 Online

C

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Verified Answer
Aileen Gusni responded on 25 Aug 2014 11:59 PM

Hi Chon,

I think you can use Quick View Form.

Create a quick create form of Account include the subgrid list of contact in that Quick View Account form.

Then in the Opportunity, you put the Quick View form of that Account in the Opportunity Form

When you select the Account, then it will show the list of Contact of that Account as well.

If you need more assistance, just let me know, ok.

Thank you.

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Verified Answer
Aileen Gusni responded on 26 Aug 2014 12:11 AM

SO, first of all,

You go to The Account and create a quick view form

Then, insert subgrid

Choose Contact (related Contact from Account), choose the contact view.

Then, don't forget to change the Form Name (Form Properties)

Then, back to Opportunity Form, insert a quick view form

Choose Account as the related entity

and choose your quick view form

Save and publish it.

And here is the result:

Hope this helps!

Thanks.

Reply
Chon responded on 26 Aug 2014 12:57 AM

Wow Aileen you are awesome!!

Thank you so much!

One more question - how can I get it to show the plus sign (in your pic above) so users can add contacts straight from this screen?

Thanks,

C

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Suggested Answer
Aileen Gusni responded on 26 Aug 2014 3:18 AM

Hi Chon....

I didn't realize that + sign, actually, I didn't do any setting, as long as the user has privilege to create Contact, append Contact, append to Account.

You should see that one.

But, I realize that even though you use that + sign, it doesn't auto populate the Account in the Company Name. (need user to manually add in)

Hope this helps you!

Thank you.

Reply
Chon responded on 26 Aug 2014 10:21 PM

Thanks Aileen, I still can't get it to work unfortunately... Any ideas why it's not there? I can't even see it as Admin.

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Chon responded on 26 Aug 2014 11:04 PM

Nevermind all sorted, I allowed search and the plus sign showed up

Thanks again!

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Aileen Gusni responded on 26 Aug 2014 11:10 PM

Hi Chon,

I am trying to check my setting, no setting I did.

Can you give us know as well how to show this as expected behavior?

Thank you.

Reply
Verified Answer
Aileen Gusni responded on 25 Aug 2014 11:59 PM

Hi Chon,

I think you can use Quick View Form.

Create a quick create form of Account include the subgrid list of contact in that Quick View Account form.

Then in the Opportunity, you put the Quick View form of that Account in the Opportunity Form

When you select the Account, then it will show the list of Contact of that Account as well.

If you need more assistance, just let me know, ok.

Thank you.

Reply
Verified Answer
Aileen Gusni responded on 26 Aug 2014 12:11 AM

SO, first of all,

You go to The Account and create a quick view form

Then, insert subgrid

Choose Contact (related Contact from Account), choose the contact view.

Then, don't forget to change the Form Name (Form Properties)

Then, back to Opportunity Form, insert a quick view form

Choose Account as the related entity

and choose your quick view form

Save and publish it.

And here is the result:

Hope this helps!

Thanks.

Reply
Suggested Answer
Aileen Gusni responded on 26 Aug 2014 3:18 AM

Hi Chon....

I didn't realize that + sign, actually, I didn't do any setting, as long as the user has privilege to create Contact, append Contact, append to Account.

You should see that one.

But, I realize that even though you use that + sign, it doesn't auto populate the Account in the Company Name. (need user to manually add in)

Hope this helps you!

Thank you.

Reply