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Customer experience | Sales, Customer Insights,...
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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)
  • Aron07 Profile Picture
    35 on at
    RE: Is it Possible to have a Quick View Inside of a Quick View?

    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

  • Verified answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Is it Possible to have a Quick View Inside of a Quick View?

    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/

  • RajVerma Profile Picture
    5 on at
    RE: Is it Possible to have a Quick View Inside of a Quick View?

    Hi Bipin,

    thanks for the early reply.

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

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Is it Possible to have a Quick View Inside of a Quick View?

    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/

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