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I have selected account on work order form, account has multiple contacts. Now my task is to show those multiple contacts on work order. And when i try inserting subgrid it does not has contacts in related record. How do i do it?
Hi Ravi,
We will use Qucik View Form.
First read this blog to know Qucik View Form: https://carldesouza.com/dynamics-crm-quick-view-forms/
Step 1. New a Qucik View Form for Account.
Step 2. Insert a sub-grid of Contacts in the Qucik View Form.
Step 3. Insert the Qucik View Forma in the Work Order form, select Account and the new form.
Finish.
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