how can i extend an associated view ? i want it to be associated with a custom table

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Posted on by tommer

i have a custom table.

the invoice table has an associated view.

this associated view is associated with account, opportunity, contact and product tables/entities.

i want it to also be associated with the custom table.

how can i extend an associated view ?

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Hi tommer,

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.
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.

So you need create a new 1:N(or N:N) relationship between custom entity and Invoice entity, then add the relationship to the custom form navigation.

Go Settings > Customizations > Customize the system > Entities > Invoice > N:1 Relationships to create new.

Then you need go to Custom entity form to ensure the Invoice is added into navigation.

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Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.

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R_Ashish 40 on at

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How how to adjust layout of associated view in dynamics 365 CRM in V9 version

According to screen resolution associate view grid layout not getting adjust properly hence I may need to apply media query or will need to change css or bootstrap but not getting option for the same

could you please let me know

Dynamics 365community Dynamics CRM365_1010

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R_Ashish 40 on at

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How how to adjust layout of associated view in dynamics 365 CRM in V9 version

According to screen resolution associate view grid layout not getting adjust properly hence I may need to apply media query or will need to change css or bootstrap but not getting option for the same

could you please let me know

Dynamics 365community Dynamics CRM365_1010

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R_Ashish 40 on at

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Aileen Gusni , Guido Preite

MicrosoftDynamics365

Could you please help me for the same

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