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Display an Entity within an Entity?

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Posted on by RM-30040732-0

Hello!

Is it possible to display an entity within an entity?

I have a Contact entity that I can choose which Account they are part of. I want to be able to display that chosen Accounts address information within the Contact record.

I've tried a subgrid but that lists all Accounts when I only want to display one, specific account.

I have attempted something similar with javascript to copy the Account data into similar fields within the Contact entity but this had some un-user friendly problems (like not updating when the Account does) so I want my users to be able to confidently view the Account details directly within the Contact, knowing that they are accurate.

Any help greatly appreciated!

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Leah Ju Microsoft Employee on at

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Display an Entity within an Entity?

Hi,

Go to Settings > Customization > Customize the system.

Expand Entities, Contact > Forms, open one main form.

Under 'INSERT' tab, add 'quick view form' control, then one dialog will open, you can see the Data Source section.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-quick-view-forms?view=op-9-1#add-a-quick-view-control-to-a-main-form
RM-30040732-0 34 on at

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Display an Entity within an Entity?

Hello!

Thanks so much! I have managed to add the Quick Form view, customised it. But I cannot find the Data Source section you've mentioned to link up the Form to the Contact record. Where is this setting??
Suggested answer

Leah Ju Microsoft Employee on at

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Display an Entity within an Entity?

Hi Partner,

You can use quick view form to show information from parent entity.

...I have a Contact entity that I can choose which Account they are part of...

This refers to the contact entity having a lookup field on it that points to the account, right?

If so, you can customize this contact form:

--Company name is account name

--Select one form you need, or edit selected form to add/remove fields.

Save and publish.

Test：

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah