show contacts on work order form

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Posted on by Ravi Fulani

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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?

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LuHao 40,888 on at

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RE: show contacts on work order form

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.