Displaying multiple relationships of Accounts and Contacts as one

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Posted on by Community Member Microsoft Employee

Hello,

We have a situation where in our opportunity form, there are multiple relationships between Opportunity and Account and Opportunity and Contact. This means that each relationship has to be given a separate subgrid and it also means that they are treated separately in third party plugins.

For instance an Opportunity may have a Manager (Account) and a Salesperson (Account). However we’d want them both to be combined.

Can this be done any other way than using a javascript subgrid which 'steals' the values from the other subgrids. Is there a recommended plugin?

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Aileen Gusni 44,522 on at

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RE: Displaying multiple relationships of Accounts and Contacts as one

Dbsarab,

You cannot concatenate two objects in one subgrid in CRM using Plugin.

Especially if they are two different entities:

social.microsoft.com/.../crm-2011-adding-two-different-entity-type-records-to-the-same-subgrid

But, since in your case they are same type of entity, that is Account, then yes, you can achieve it if only by updating the fetch xml.

So, the concept here is you need also to get the list of the Account as Salesperson then add in the value using operator IN in the Manager fetch xml.

Example here to update the xml:

blog.navantis.com/crm-2011-creating-a-view-to-display-all-child-entities-for-a-hierarchy

Hope this helps.

Thanks.
Mamatha Swamy 5,422 on at

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RE: Displaying multiple relationships of Accounts and Contacts as one

You cannot do this using a plugin. You'll need to modify the sub-grid filter using script.

By recommended plugin, if you mean a third party add-on solution for this then I don't think there is one.