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Dynamics 365 general forum

Dynamics 365 scenario to handle with code less approach.

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Hello All Experts,

I have a a scenario which i want to handle with code less approach.

we have entities

1. Account

2 . Custom Entity.

when i create a record of Custom Entity i select one of the primary account in it, but we also have related account to that custom entity record.

i want to display all the custom entity records on the Account entity form whenever the account is selected as primary account or related account on custom entity record.

e.g Custom Entity records say CE1 has p1 as primay account and R1 as related account to CE1.

now CE2 has R1 as primary record 

so now R1 is in Two Custom Entity records.

i want to show on the main form of Account entity the custom entity records of R1.

i am doing it by using custom code where there is  an unsupported way of customization.

i need to do it without using coding such that it will be helpful to display on mobile apps as well.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Dynamics 365 scenario to handle with code less approach.

    Hi,

    As also suggested above, because you have related Account & Custom entity using 2 different fields, you cannot have this in a single subgrid. You would need to write some custom code. Best would be to create an html to display that data whcih can also be visible on mobile clients.

    Hope this helps.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: Dynamics 365 scenario to handle with code less approach.

    This is outcome of 2 different relationships, ie 2 subgrids. You have to do union of 2 different result sets. For that either you have to modify the fetchxml of the view definition with or conditions across link entities.

    Otherwise build a custom HTML webresource to pull the datasets & bind into jQuery datatable to show in a grid/table. This will work in UCI also.

    Sadly both are somewhat code related solution.

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