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Microsoft Dynamics CRM (Archived)

Create contact view based on parent account characteristics

Posted on by Microsoft Employee

Hi everyone,

I'd like to create a view for all contacts that are linked to an account that is a 1. member and 2. membership category = X.  

I've tried to do this multiple ways and have searched online for help, but I can't find a solution. Any ideas?

Thanks for the help.

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Create contact view based on parent account characteristics

    You could create the view with the Criteria to filter but if the Criteria is dynamic thats not going to work

    You can always implement custom web resource but thats  more work.

    Could you share a bit more details or screenshots?

    You also have another option that you could create a Canvas Power app to display the Contacts with the filter you want and embed that onto form if you are using Unified Interface

    powerapps.microsoft.com/.../enrich-your-model-driven-forms-with-embedded-canvas-apps-public-preview

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