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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create new Tab at the ...
Customer experience | Sales, Customer Insights,...
Answered

Create new Tab at the Company with all related appointments

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Posted on by AD-18091158-0 12
Hello!
I am still new to the system and have problems with new developments.How can I create a new tab for the company's main form to display only all related appointments? 

I have already added a table as a sub-tab to display appointments for the company. The problem is that only the appointments are displayed where the company is also stored in the reference. 
 
I would like to create a table like the one for the linked activities, because the appointments that have the company contact or an opportunity as a reference are also displayed here.
 
Is it possible to duplicate this table and only filter by appointments?
 
Thanks for your help.
 
Br, 
Isabel
Appointments with Reference Company.jpg
Linked activities.jpg
I have the same question (0)
  • Verified answer
    Hamza H Profile Picture
    Hamza H 1,826 Super User 2026 Season 1 on at
    To show all related appointments on the company form like the linked activities view does, you can’t just add a standard sub-grid filtered only by the company field, because appointments might be linked via related contacts or opportunities.
    Here’s what you can do:
    • Use a Quick View or sub-grid with a custom FetchXML or custom view that includes appointments related not only directly to the company but also through related contacts or opportunities.
    • Unfortunately, standard sub-grids don’t support complex filters across related entities out-of-the-box.
    • To mimic the linked activities behavior, you’d likely need to create a custom virtual entity or a Power Automate flow that aggregates all related appointments into a custom table or field.
    • Alternatively, use Rollup Fields or a custom PCF control that surfaces all related appointments on the main form.
    Duplicating the linked activities grid exactly isn’t supported natively, so custom development or workarounds are needed.
     

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