Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 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
I'm trying to customise the columns of the members that are being displayed in a dynamic marketing list. As below the default view is showing the name and business phone.
I'm hoping to expand this to include company, email etc
When I click the add button to see my query, I can see a button called Edit Columns. Great I thought as when it opens I see the two columns in question, i.e. name and phone. When I add new columns and reorder (as normal in views) everything looks ok
I click ok and then Find and can see that it is showing up the filtered contacts using the new columns. I click to use the query and go back to the Marketing List. But the page still shows the old view with only name and phone number. I tried refreshing the page but its the same view.
When I go into the form actual list form, I can see the contacts area and when I go in I see the same default settings
My active contacts view also shows the columns I want, ie company name etc.I cant make any changes that anyway as when I do it says "the column span of the sub grid must be less than or equal to the number of columns in the section"
So I'm confused as to why none of these are fixing the views on the actual list page?
Would anyone have any ideas?
I tried to update the My Active Contact, and yes it will not reflect the Members view.
The only thing you can do is create another subgrid, 3 subgrids for each entity member, Lead, Account, and Contact, then based on the Targeted At field, you set the visibility of the subgrid. Yes, customization :)
Hope it helps!
The default form has 3 sub grids already set up under the members section which look at accounts, contacts and leads
Would i still need to add in another sub grid?
As I tried to update those subgrid view, it did not work, so create another subgrid it works,
but you need to customize the form, show and hide based on the targeted at field :)
I must be doing something wrong as when i create a new section and 3 new sub grids for account, contacts and leads i get 3 individual sub grids showing on the list page
var subGridContact= Xrm.Page.ui.controls.get("jj_ContactsGrid");
// For Checking If it is Visible or Hide
// For hiding
// For Showing
i dont think my sub grids are right anyway as when you click you cant see the query to add new contacts to a list. The add button adds new accounts, contacts and leads rather than adding existing ones to a list
But, it is actually to add new, you can use ribbon: 'Manage Members' in the Marketing List Form.
Will give the same result.
No choice since the OOB Marketing List Member view, we cannot modify this :)
did you check this post
I tried that this morning. I was able to find the views in advanced find and add the columns. But even after publishing they still don't come into the lists view.
I also noticed that each of those all member views had 3 or 4 columns already by default. Yet the list page only ever should two columns - name and business phone.
So maybe is it getting its view from another source?
Whats really strange is that in Dynamics 2013 you when you click the see associated records button (beside the add button)
You see a full list of your members based on your query. This view can be edited under the entity views. So for this it was under contact, then views then I edited the associated contact view. In this you can add what ever columns you want and that updates the list view for you when you click to view the associated view.
But it still leaves the prob as to why you cant edit the columns that are being displayed in the main list area. Its not ideal that you have to click into the associated view to see who the contacts are you have in your list.
Whats not helped is that in the marketing list form you cant edit the sub grid as if you try and change any value you are told that the 'column span of the sub grid must be less than or equal to the number of columns in the section"
In the formatting area you can see that by default the field is using 2 columns. Yet on actual section you can see that it is only given 1 column. Surely that cant be right?
1. Go to Advance Find.
2. Look for Views. Name contains List Members View (It must be the Contact List Members View)
3. Modify the view and publish all customizations. You should be good to go.
Modify Contact entity view for "Contact List members View"
Business Applications communities