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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / attach view within form
Customer experience | Sales, Customer Insights,...
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attach view within form

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Posted on by J_C 70

Hi guys,

Im new to D365.

i want to add a view that shows all "marketing_list" that a company has been involved in within my company form. I have a 1:N relationship set up but i can't seem to find the option in the form editor to attach a view within my form. i know this is possible as i can see the same setup on other entity forms eg: activity & company, 

the end result should look something like this: 

(the heading says "leads" but its the same concept")

pastedimage1623809731332v4.png

could someone please step me through the process of setting this up.

Thanks!

I have the same question (0)
  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 7 Moderator on at

    Hi,

    If you already have 1-N relationship between Company and Marketing List, open company form editor -> selection the section where you would like to insert the subgrid -> select INSERT tab in ribbon -> select 'Sub-Grid' -> provide name -> select 'Only Related Records' under Records -> select 'Marketing Lists' under Entity -> select Default View -> OK -> Save and Publish the form



    - Charan

    Please mark as verified if the answer is useful.

  • J_C Profile Picture
    J_C 70 on at

    Thanks Charan!

    exactly what i was looking for.

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