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.

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Karsten Wirl 4,477 on at

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Hello CPSTC.

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

Kind regards,

Karsten

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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

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Frank Lee 4,617 on at

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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.

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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

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Karsten Wirl 4,477 on at

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Hi there.

Ah, sorry for the confusion. Catch that!

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Frank Lee 4,617 on at

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Try SSRS. check this link:

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

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Community Member on at

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Hi Frank,

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

CP

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