View Type:: Associated view

(1) Share

Report

Posted on by Community Member

Hi,

Everyone

I would like to know about associated view (I don't have any concept on it). If possible like to know from basic, advanced and expert level on associated view.

Thanks and Regards

Sushil Rai

MS CRM Consultant

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (1)

Suggested answer

mscrmba on at

Like (2)

Report

RE: View Type:: Associated view

Hi Sushil,

An Associated View is a list of the records associated with a record e.g. It can either show the N side of a 1:N relationship (the child records associated with a parent record) or the N of a N:N relationship between record types.

It is one of the 6 OOTB view types that are automatically generated by Microsoft for any entity that is created (and is there for all the OOTB entities).

You can update what is shown on an associated view by going to: Settings>Customizations>Customize the System>Entities>the name of the entity> views > associated view

What else are you unsure about?

Was this reply helpful? Yes No
Suggested answer

Rajkumar Rajaraman on at

Like (1)

Report

RE: View Type:: Associated view

Hi Sushil,

Associated Views allow displaying of related entities fields.

Refer the following blog:

stackoverflow.com/.../how-to-set-associated-view-as-default-view-in-crm-2013

mscrmonline.wordpress.com/.../associated-views-adding-related-entity-columns-supported-in-microsoft-dynamics-crm-2011

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: View Type:: Associated view

Hi,

One more question on it....

Why I am not able to see those associated view in home page? For example in Account entity we have Account Associated View, why I am not able to get this view in home page of account.

Image 1:Homepage of Account

Image 2: Associated view in Account

Was this reply helpful? Yes No
Suggested answer

Rajkumar Rajaraman on at

Like (0)

Report

RE: View Type:: Associated view

Hi Sushil,

Refer the following blog:

crmbusiness.wordpress.com/.../crm-2013-opportunity-associated-view-not-showing-the-opportunities

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

Was this reply helpful? Yes No
Guido Preite 54,084 Moderator on at

Like (3)

Report

RE: View Type:: Associated view

because as mscrmba wrote:

"It can either show the N side of a 1:N relationship (the child records associated with a parent record) or the N of a N:N relationship between record types."

Inside the homepage you don't have a primary/parent record selected, so it's not possible to show there the associated views.

Was this reply helpful? Yes No
mscrmba on at

Like (0)

Report

RE: View Type:: Associated view

Hi Sushil,

It only makes sense when it is seen in the context of another record - i.e. you first have to define what the records are associated with to be able to run that particular view. So it makes no sense to try to run it across all accounts.

Instead e.g. it is a view that shows all the sub-accounts associated with an specified account.

Was this reply helpful? Yes No
Verified answer

Aileen Gusni 44,524 on at

Like (2)

Report

RE: View Type:: Associated view

Sushil,

As per its name, ' "Associated" View'

It is a view to show all ASSOCIATED record of an entity record.

Because it is to show the associated record for a record only,

The view can only be seen if you are in the Account form (for example) and then you will see this view, this view is located in the form, navigation (arranged in left one by form editor), but in the UI it is after you click the chevron (on top), when you open it you will see the related record.

As we know CRM has relationship, this associated view is to accommodate you to see the related record, either 1:N (parent child) or N:N

Hope this helps you.

Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: View Type:: Associated view

Aileen,

It helps me out to clear basic concept. Now I want to know in more details on this topic.

Hoping that I will get more advanced and more expert information. (Any document)

Thanks

Sushil Rai

MS CRM Consultant

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (1)

Report

RE: View Type:: Associated view

Sushil,

What kind of detail info you need?

I have topic subgrid vs associated view here

missdynamicscrm.blogspot.sg/.../crm-2013-subgrid-vs-expanded-associated-view-records.html

And you might need also to read this one to add another column

mscrmonline.wordpress.com/.../associated-views-adding-related-entity-columns-supported-in-microsoft-dynamics-crm-2011

Thanks.

Was this reply helpful? Yes No
Patrick O'Gorman 166 on at

Like (0)

Report

RE: View Type:: Associated view

Hi Aileen... do you know if it is possible to use the associated view on a subgrid for an N:N relationship? E.g. Account has an N:N to Account... in the subgrid I want to show those associated accounts but b/c this is N:N, you don't even get the little Associated records icon next to the + sign at the top of the subgrid. All that said, the functionality works, the records just disappear b/c the view isn't right.

Thanks!

Was this reply helpful? Yes No