Show only related records in d365 sales

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Posted on by Indhu

Hi,

I have two custom entity 'Fund' and 'Allocation', with list of imported data.

I have created a 1->N relationship between them, Fund(1)-> Allocation (Many). I am showing all the list of fund records in fund entity form, when I open one fund records I have a tab which shows all the Allocation related to the fund, based on the fund ID.

As there is already a relationship under funds I created a subgrid with only related records to Allocation, but the subgrid shows nothing

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Pradeep Rai 5,489 Moderator on at

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Hi @Indhu

I have setup same scenario on my CRM Instance.

and it is working properly as shown below:

I would suggest below checkpoints for your case:

1. As you have imported the data then please check Allocations records, because the fund lookup should be populated on each allocation records. if not then it will not visible on subgrid

2. Subgrid property should be same as below:

Thanks,
Pradeep.

Please mark this as VERIFIED if it helps.

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Indhu 55 on at

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what is this?

1. As you have imported the data then please check Allocations records, because the fund lookup should be populated on each allocation records. if not then it will not visible on subgrid

Should I create a field named fund(lookup field) under allocations?

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Pradeep Rai 5,489 Moderator on at

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Hi,

Whenever we create any 1:N relationship in dynamic CRM then it automaticaly create the Lookup field on Respective entity.

For e.g.

In your case We have Fund and Allocation entity. So, when we created the 1:N relationship then LOOKUP field get generated on Allocation entity.

Below the screenshot for your reference

So, please check allocation entity using CRM customization -> Allocation-> Fields

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Pradeep Rai 5,489 Moderator on at

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Hi Indhu,

Please mark this as VERIFIED if helps.

Thanks,

pradeep

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Kenneth Ariel Chave... Microsoft Employee on at

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Hi, try this:

1. Create quick view form on Account entity.

2. Add sub-grid of related records from desired entity (every new entity has relationship with account).

3. Add created quick view form on specified form which we want to display related to the records.

4. It should work now.

If this answers your question, please check it as verified to help ithers finding useful information.

Welcome to this amazing community.

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Indhu 55 on at

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Thanks Kenneth

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