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Microsoft Dynamics CRM (Archived)

In dynamics 365 online : What all are the campaigns related with a specific account ?

Posted on by Microsoft Employee

I would like to display a sub-grid on my account form that will contain the related campaign information for the particular Account. I have verified in default solution, I am not able to find any relationship with campaign and account entity. Can any one please help me to find a solution ?

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  • Suggested answer
    Armine DD Profile Picture
    Armine DD 280 on at
    RE: In dynamics 365 online : What all are the campaigns related with a specific account ?

    you should customize the view I suppose, Campaigns Associated View to be exact. Include all the fields from the entity you wish to see in the subgrid.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In dynamics 365 online : What all are the campaigns related with a specific account ?

    Hi Armine,

    Thx for your reply.

    I have created a relationship as you mentioned. And I have created a subgrid using a relationship which I have created, But Its not showing any related campaigns in subgrid of my account entity's form.

  • Suggested answer
    Armine DD Profile Picture
    Armine DD 280 on at
    RE: In dynamics 365 online : What all are the campaigns related with a specific account ?

    Creating 1:N relationship from Account entity customization area is a good option.

  • Kristian Cole Profile Picture
    Kristian Cole 290 on at
    RE: In dynamics 365 online : What all are the campaigns related with a specific account ?

    Two ways:

    1. Place a Account Form lookupfield on the related and populate it with relevant record information to form the relationship.

    2. Create a one to many relationship between the account and campaign in customization. You will need to populate the field in some way to achieve the relationship.

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