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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Is it Possible to have a Quick View Inside of a Quick View?

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Posted on by 5

Hi All,

I am new to CRM.

Is it Possible to add a quick view form inside of a quick view form?

I Have two  Entity account and contact. i have another entity X as a subgrid on account. i want to populate associated details of entity X on Contact on selection of the respective Account.   

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    You can not add quick view form inside Quick view. You can only add subgrid inside quick view form. Please see below screenshot.

    CR75.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • RajVerma Profile Picture
    5 on at

    Hi Bipin,

    thanks for the early reply.

    but is their any other alternate way to achieve this functionality.

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    Try adding the subgrid on Account quick form to show entity X records and then add this quick view form on contact.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Aron07 Profile Picture
    35 on at

    Hi, I think it was a similar question raised before and also a response. You can check this link and follow this steps if it works for you :

    community.dynamics.com/.../insert-a-quick-view-form-to-another-quick-view-form

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