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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / show contacts on work ...
Service | Customer Service, Contact Center, Fie...
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show contacts on work order form

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Posted on by Ravi Fulani 836

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?

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    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.

    pastedimage1591948219664v1.png

    Step 2. Insert a sub-grid of Contacts in the Qucik View Form.

    pastedimage1591948262590v2.png    pastedimage1591948294517v3.png    pastedimage1591948310860v4.png

    Step 3. Insert the Qucik View Forma in the Work Order form, select Account and the new form.

    pastedimage1591948491266v5.png     pastedimage1591948583038v7.png     pastedimage1591948601537v8.png

    Finish.

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