Display all marketing lists to which an account's contacts belong

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So... I need to have a spot on an account page where it displays all the marketing lists that the contacts related to that account belong to.

I have historically used marketing lists to track trade show attendance for our contacts, but now I've been asked to track them on an account and contact level... and to have that info easily accessible right from the account page. I honestly have no idea what the easiest way to do this is.

I've been chasing a solution around for this for a while, and I'm still not sure how to even hint at the answer. I thought this would be an easy one to solve :( Murphy strikes again.

Any help or direction on this would be greatly appreciated.

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Radu Chiribelea 6,667 on at

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Hi Samus,

I don't know if it is possible to display this via out of the box customization methods (no code solution).

What you could try is to create an IFrame, where you can display a custom grid / view , that has following filtering criteria - you would need to pass the accountid as a parameter

Maybe other people have other ideas?

Hope this helps,

Radu

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I'm fine with some level of code, so long as I don't have to figure it out completely myself. I'm very much a JS n00b.

On the advanced find- how does one go about passing accountId as a parameter? I'd considered this method, but I have no idea how to basically tell the advanced find window that I'm trying to find the account for whatever page is loaded at the time.

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Adrian Begovich 1,027 Moderator on at

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Hi SamusFairchild,

Marketing Lists are stored in the List entity. You can create a Sub-Grid on the account form and tailor it to display the marketing lists from the contact related to the account record.

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Radu Chiribelea 6,667 on at

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Hi,

From the advanced find you can download the fetchXml and use that as a startingpoint.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="list"> <attribute name="listname" /> <attribute name="type" /> <attribute name="createdfromcode" /> <attribute name="lastusedon" /> <attribute name="purpose" /> <attribute name="listid" /> <order attribute="listname" descending="true" /> <link-entity name="listmember" from="listid" to="listid" visible="false" intersect="true"> <link-entity name="contact" from="contactid" to="entityid" alias="aa"> <filter type="and"> <condition attribute="parentcustomerid" operator="eq" value="{<<ACCOUNT_ID_HERE>>}" /> </filter> </link-entity> </link-entity> </entity> </fetch>

You then need to replace the <<ACCOUNT_ID_HERE>> with the GUID of the account. For CRM 9.X you can use https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/formcontext-data-entity/getid. For earlier versions you need to look up the equivalent.

Once you have the fetchxml and the accountid, you can use the built in retrieveMultipleRecords method - see for CRM 9.X https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapi/retrievemultiplerecords . For earlier builds you would need to generate the GET request yourself. The request would look very much like: YourCrmOrgURL/api/data/v9.0/lists?fetchXml=%3Cfetch%20version%3D%221.0%22%20output-format%3D%22xml-platform%22%20mapping%3D%22logical%22%20distinct%3D%22true%22%3E%0A%20%20%3Centity%20name%3D%22list%22%3E%0A%20%20%20%20%3Cattribute%20name%3D%22listname%22%20%2F%3E%0A%20%20%20%20%3Cattribute%20name%3D%22type%22%20%2F%3E%0A%20%20%20%20%3Cattribute%20name%3D%22createdfromcode%22%20%2F%3E%0A%20%20%20%20%3Cattribute%20name%3D%22lastusedon%22%20%2F%3E%0A%20%20%20%20%3Cattribute%20name%3D%22purpose%22%20%2F%3E%0A%20%20%20%20%3Cattribute%20name%3D%22listid%22%20%2F%3E%0A%20%20%20%20%3Corder%20attribute%3D%22listname%22%20descending%3D%22true%22%20%2F%3E%0A%20%20%20%20%3Clink-entity%20name%3D%22listmember%22%20from%3D%22listid%22%20to%3D%22listid%22%20visible%3D%22false%22%20intersect%3D%22true%22%3E%0A%20%20%20%20%20%20%3Clink-entity%20name%3D%22contact%22%20from%3D%22contactid%22%20to%3D%22entityid%22%20alias%3D%22aa%22%3E%0A%20%20%20%20%20%20%20%20%3Cfilter%20type%3D%22and%22%3E%0A%20%20%20%20%20%20%20%20%20%20%3Ccondition%20attribute%3D%22parentcustomerid%22%20operator%3D%22eq%22%20uiname%3D%22Test%20Company%22%20uitype%3D%22account%22%20value%3D%22%7B04DB747E-3BD6-E811-A967-000D3A2CBE72%7D%22%20%2F%3E%0A%20%20%20%20%20%20%20%20%3C%2Ffilter%3E%0A%20%20%20%20%20%20%3C%2Flink-entity%3E%0A%20%20%20%20%3C%2Flink-entity%3E%0A%20%20%3C%2Fentity%3E%0A%3C%2Ffetch%3E

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Radu Chiribelea 6,667 on at

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Hi Adrian,

Would cover only the Primary Contact or would it cover also all the other child contacts?

Regards,

Radu

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Adrian Begovich 1,027 Moderator on at

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Hi Radu,

It covers the Primary Contact. Further customisation is required to cover all related contacts.

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Community Member on at

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I need all contacts, not just the Primary :/

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Community Member on at

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Okay I think I understand what you're getting at here, but wouldn't this only pull based off a static GUID? I need a grid/field/frame I can slap on the account form that will update for whatever account I happen to be on.

I'll be honest, I don't understand at all what I'm supposed to do with the retrieveMultpleRecords capability there. I'm only vaguely familiar with iFrames, and haven't dealt with much beyond .ui stuff. Can you please explain further?

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Radu Chiribelea 6,667 on at

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Basically your logic is following

1. Open the Account form

2. On the account form set up an IFrame that is running a JavaScript Function triggered once the Iframe is fully loaded

3. The function can use the CRM Client side API to pull the AccountId from the context and insert that into a fetchXml string similar to what i pasted above

4. Use the built in retrieveMultiple function and pass the fetchXml as a parameter - this will retrieve the marketing lists from the CRM Server for the child contacts of the account

5. Once data is retrieved populate a custom grid / table with the marketing lists within the Iframe.

Hope this helps,

Radu

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Okay, I have the retrieveMultiple function assembled with the correct fetchXml. However, I have no clue how to get a subgrid working with that information. A lot of what I'm reading seems to say that passing fetch to subgrids isn't supported, is bad practice, can break at any time. Is there a supported way to pull the info into a grid/table/view?

Additionally- how? I've been trying at a number of different methods, and most are beyond my understanding. I'm sorry to ask for hand-holding here, but I'm pretty lost D:

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