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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Retrieve Associated Re...
Microsoft Dynamics CRM (Archived)

Retrieve Associated Records from MS CRM

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Posted on by Kumar R

Hi Team,

We have a requirement to retrieve data from CRM Application and display in ADX Application which we are working on. 

Requirement is, We have a custom entity called Entity A and it is associated with Contacts. In Contact, we have a drop down field and it values are Option-1, Option-2.

We need to display all Contacts which are associated with Entity A based on selected optionset value.
All Option-1 selected in Contacts, those need to display in one Grid and Option-2 selected Contacts should populate in Other Grid.

We can't modify the associated view to populate Grid data based on Contact Optionset value.

*This post is locked for comments

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Retrieve Associated Records from MS CRM

    If you got the answer, please close the thread. It would be appreciated.

  • Verified answer
    Kumar R Profile Picture
    Kumar R on at
    RE: Retrieve Associated Records from MS CRM

    Thanks Nithya.

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Retrieve Associated Records from MS CRM

    Hi Kumar,

    Please refer the links below.

    community.adxstudio.com/.../entity-list-filter-configuration

    community.adxstudio.com/.../entity-list

    community.adxstudio.com/.../crmentitylistview

  • Kumar R Profile Picture
    Kumar R on at
    RE: Retrieve Associated Records from MS CRM

    Hi Nithya,

    Thanks for your reply.

    In CRM Application we can capture the records by using Query Expression, SOAP and  REST operations. My query is related to display the list of associated records based on some conditions in ADX Portal.

    Regards,

    Kumar R

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Retrieve Associated Records from MS CRM

    Hi Kumar,

    You could retrieve associated records using Query Expression and SDK.REST. Please refer the link below for more information.

    rajeevpentyala.com/.../retrieve-associated-records-nn-related

    Also refer the following community thread.

    community.dynamics.com/.../191208

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