Display all related contacts in Accounts form

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Dear all,

In the Contact form, I have linked the Account by selecting the account name from drop down. Now I wish to display all related contacts in the Accounts form too. For example If I have added Account name "ABCD" in 10 contacts, and when I open Accounts form for "ABCD", it should display all 10 contact details.

I have tried all SubGrid, QuickView but not working.

Please suggest what could be missing element here.

Regards

Deepak

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Community Member on at

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RE: Display all related contacts in Accounts form

Thanks, I got the issue and replace the relation and got it working
Alex Fun Wei Jie 33,626 on at

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RE: Display all related contacts in Accounts form

Hi,

please screen shot the subgrid setting.
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RE: Display all related contacts in Accounts form

Thanks Wei,

I tried with Active Contacts still not getting the related contacts in the Grid.

Deepak
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Alex Fun Wei Jie 33,626 on at

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RE: Display all related contacts in Accounts form

Hi,

You can check is all the contact's owner under your name?

If Not, you might need to change the view into " Active Contacts" instead of " My Active Contacts"
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RE: Display all related contacts in Accounts form

Dear all,

Thanks for the reply but these suggestions didn't work. I still not able to display the related contacts in the Account for using Subgrid. It shows no records. But in the Contact form, I have mentioned Account name in the lookup Account Name field and it should work.

Please suggest.

Regards

Deepak
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Community Member on at

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RE: Display all related contacts in Accounts form

Dear Kudeep

Could you please check if your subgrid settings are correct.

Kinds regards

Giani Noyez
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Mahendar Pal 45,095 on at

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RE: Display all related contacts in Accounts form

Hello Kudeep,

Based on you description you should be able to display contacts using sub grid, what issue you are facing. You can also see it under associated view, if you will click V next to account name, you should be able to see a navigation link to display all related contact records.
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Alex Fun Wei Jie 33,626 on at

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RE: Display all related contacts in Accounts form

Hi,

would be better if you can share some screenshots with dummy data.
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Community Member on at

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RE: Display all related contacts in Accounts form

Hi kudeep,

take a look at the following post:

https://community.dynamics.com/crm/f/117/t/193596

Please let me know if you solve.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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RE: Display all related contacts in Accounts form

I have created a custom view, I also tried Active Contacts. But both didn't show the results. However when I chose "Display all records", All contacts were displayed.