Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Im new to D365.
i want to add a view that shows all "marketing_list" that a company has been involved in within my company form. I have a 1:N relationship set up but i can't seem to find the option in the form editor to attach a view within my form. i know this is possible as i can see the same setup on other entity forms eg: activity & company,
the end result should look something like this:
(the heading says "leads" but its the same concept")
could someone please step me through the process of setting this up.
If you already have 1-N relationship between Company and Marketing List, open company form editor -> selection the section where you would like to insert the subgrid -> select INSERT tab in ribbon -> select 'Sub-Grid' -> provide name -> select 'Only Related Records' under Records -> select 'Marketing Lists' under Entity -> select Default View -> OK -> Save and Publish the form
Please mark as verified if the answer is useful.
exactly what i was looking for.
Business Applications communities