Check out the latest Customer Service updates!Learn about the key capabilities and features of Dynamics 365 Customer Service and experience some of the new features.
Download overview guide | Watch Customer Service video
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Is it possible for me to nest entities via sub grids in a single form?
I'm having a scenario where a case has a 1 to many relationship with 'custom entity B'.
Entity B has a 1 to many relationship with 'custom entity C'.
I'd like my cases form to have a sub grid showing related records from entity B - that bit is easy.
Can I also add another sub grid on the form, such that when a user selects a record in the entity B sub-grid, I then see its child records from entity C in another subgrid?
It seems like a straightforward requirement but I couldn't see how to do it! Any guidance, out of the box forms I could reference where this is standard behaviour, any blogs/walk throughs you can point me at?
There is an OOB way to show nest entity records in subgrid.
For example, I have a contact subgrid in my account form, and I want to show each contact's case in the account form also, I should do the following steps.
1.Open the Account form editor, add an editable contact subgrid.
2.In the editbale grid properties, we should configure the nested grid view.
Select the child entity and view in "Nested grid view", select the relationship lookup field in "Nested grid parent ID".
Save and publish.
Attention that the Nested grid view dose not support classic client, it is only available in phone, tablet and UCI.
If you still want to show 2 subgrids in a form, you could add an HTML page as web resource in the form and show the related records when select different records in subgrid B. This needs some JS code to do.
I used the nested grid view and it did the job for my POC but it's great to know I could pass this to a pro dev to get a more refined solution if needed.
Top answer sir :)
Business Applications communities