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Hi,
Is there a way to show all related accounts in a subgrid on the accounts form?
Example: I have law firm that consists of 1 head office and 75 affiliated offices (1 parent and 75 child accounts).
I want to add a grid that lists all 76 offices when I open the accounts form.
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Hi,
you might use account hierarchy - it's not a subgrid, but you'll see the whole "family" there.
http://www.preact.co.uk/blog/account-contact-hierarchies-in-microsoft-dynamics-crm-2015
Or you might try to dynamically set up fetchxml for your subgrid view, which is not really a supported customization. There are more details here:
https://community.dynamics.com/crm/f/117/t/195546
That only works when you're on the parent account.
Example:
London is the Parent (head office)
Berlin, Paris, New York are child accounts
If I open the London account, I want to see: London, Berlin, Paris and New York in the view.
If open the Berlin account, I want to see: London, Berlin, Paris and New York in the view.
Hi Monty,
Refer the following thread:
community.dynamics.com/.../119730
Hope this helps
Regards,
Rajkumar Rajaraman
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