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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account - Add column o...
Microsoft Dynamics CRM (Archived)

Account - Add column on the Access Team Template Subgrid

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Posted on by LMP 676

Hi CRM Experts,

I am in need of an advise on how to implement a requirement from the business.

We have a sub-grid (Access Team [Figure 1]) on the Account Entity form. The business wants to add another column on the view of the sub-grid [Figure 2]. This column should be able to display different value for each account. Example on Account 1, User 1 role is ABC. For Account 2, User 1 role is DEF.

Please advise on how to implement this requirement.

Figure 1.

2018_2D00_07_2D00_11_5F00_14h22_5F00_24.png

Figure 2.

2018_2D00_07_2D00_11_5F00_14h17_5F00_09.png

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  • Verified answer
    LMP Profile Picture
    LMP 676 on at
    RE: Account - Add column on the Access Team Template Subgrid

    Hi Aamer Q,

    Thanks for the reply. What we did to for this requirement is we created an intersect entity between Account and User. Then added a "Role" optionset field on this new entity. We hide the existing Access Team subgrid and we created a plugin that adds/remove user to the access team of Account whenever a new intersect entity record is created or deleted.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account - Add column on the Access Team Template Subgrid

    How do we add the role to Account? is it similar to Sales Team on OOB opportunity (which is Connections) ?

    Or do we have a custom entity for Role related to both Account & User ?

    If yes, then if you try to edit the "Associated Record Team Members" View->Add Columns -> do we see the related Entity listed ?

    The view is an OOB view related to User Entity so we may either fetch the value from a user-related entity or the user entity itself.

    Or let the roles be a separate grid on Accounts.

  • LMP Profile Picture
    LMP 676 on at
    RE: Account - Add column on the Access Team Template Subgrid

    Hi Aamer,

    It is not the Security Role of the user that they want to display. This is just a role field (their role on that account) and not security role sorry for that confusion.

    Yes that is our problem. The Role changes for each Account. User 1 Role can be "Account Manager" on Account 1 and on Account 2, User 1 can be Export Sales.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account - Add column on the Access Team Template Subgrid

    Hi,

    It's not directly possible to get the user's security roles in the grid as 1 user may have multiple security roles. It is a 1:N relationship and grids can have associated columns from N:1 relationship.

    As a suggestion you may try the below.

    If the role in grid is not going to change based on records/entities, you may add a custom field on user form to get that role name based on some custom logic and then display that custom field in the grid.

    As there may be multiple roles associated with a user, what is criteria to get the role in the grid ? This will help define the logic.

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