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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show Child Accounts...
Microsoft Dynamics CRM (Archived)

Show Child Accounts' Opportunities in Parent Account Form

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Posted on by Community Member Microsoft Employee

Hi experts,

In the account entity, I have various account records with parent child relationship. 

Whenever I open an account record, I can see its related opportunities in a subgrid which is out of the box. 

My requirement is to show a parent account's child's opportunities on the form. 

So, for instance lets consider Pizza Hut (parent) which has 2 children Pizza Hut Asia and Pizza Hut North America

I would like to see Pizza Hut Asia's and Pizza Hut North America's opportunities when I open the Pizza Hut account (parent) record.

Thanks!! 

*This post is locked for comments

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Show Child Accounts' Opportunities in Parent Account Form

    Hi,

    Possible option are to have one html grid to show all the opportunities, or you can have report which you can show on IFrame.

    Or you can try with deep query under subgrid, it should help you: blogs.msdn.microsoft.com/.../deep-queries-for-subgrids

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Show Child Accounts' Opportunities in Parent Account Form

    Hi,

    sorry for my mistakes, in your case, you have to create a html, filter the subgrid (unsupported) or create report and display on form.

    Show report on form

    http://alexmscrm.blogspot.my/2015/10/how-to-show-report-in-entity-form-and.html

    filter the subgrid

    You can take a look on below post, but strongly not recommended.

    [View:https://community.dynamics.com/crm/f/117/t/221757:750:50]

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show Child Accounts' Opportunities in Parent Account Form

    I believe this solution only applies to related activities?

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Show Child Accounts' Opportunities in Parent Account Form

    Hi,

    you can refer the below post.

    blog.fullscope.com/accountcontact-rollup-view-for-activities-with-dynamics-crm365

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