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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Contract Lines Sub-gri...
Microsoft Dynamics CRM (Archived)

Contract Lines Sub-grid alternative

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Posted on by Community Member

Hi All,

Within my CRM online (D365 8.2), I have a custom entity that needs to display it's related contract's lines. My custom entity has a lookup to its parent contract and I'd like to be able to show the associated lines to that contract. Now, my initial plan for this was to create a quick view form on the contract to display a sub-grid of these records. However, you are not able to create sub-grids of contract lines (only available through unsupported SQL database changes which is not possible online.) 

Does anybody have any tips on how to provide this functionality?

Thanks in advance.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Contract Lines Sub-grid alternative

    Hi Frank,

    Thanks for your suggestion - decided to go with a javascript URL builder function and an IFrame - got there in the end.

    CP

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,616 on at
    RE: Contract Lines Sub-grid alternative

    Try SSRS.  check this link:

    community.dynamics.com/.../hosting-an-ssrs-report-in-a-dynamics-crm-365-form

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Contract Lines Sub-grid alternative

    Hi there.

    Ah, sorry for the confusion. Catch that!

  • Community Member Profile Picture
    Community Member on at
    RE: Contract Lines Sub-grid alternative

    Hi Frank, I already have this relationship set-up. The custom reporting piece is essentially what my question is. What custom reports can I create in order to display this information on the form?

    Thanks

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,616 on at
    RE: Contract Lines Sub-grid alternative

    I would try to setup a N:1 field on the custom entity and the related Contract.  This will establish the relationship.  Since contract lines are not support to display in any subgrid - try custom reporting to display them.  Or use SDK.

  • Community Member Profile Picture
    Community Member on at
    RE: Contract Lines Sub-grid alternative

    Hi Karsten,

    Sorry, I didn't quite clarify. I'd like this sub-grid to appear on my custom entity from. So the custom entity record needs to show it's parent contract's contract lines.

    Thanks

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Contract Lines Sub-grid alternative

    Hello CPSTC.

    Create a Sub-Grid on your contract... and associated it with contract line. DONE!

    Kind regards,

    Karsten

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