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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sub-grid to show membe...
Microsoft Dynamics 365 | Integration, Dataverse...
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Sub-grid to show members in Marketing list

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Posted on by J_C 70

Hi all,

I have a sub-grid in my marketing list form that shows all members (companies) in the marketing list.

From what i read online, others seems to have suggested to create multiple sub-grids (contactUCI, companyUCI, leadUCI .... etc) then switch on the control CC_marketing_dynamicSublist. This method works fine, however i also was able to seemingly get the exact same result just by adding a new Sub-grid and show related records on my default company view.

I cant seem to tell the difference between both methods and im not sure if it affects other functions.

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  • Suggested answer
    Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: Sub-grid to show members in Marketing list

    Hi J_C,

    There is no difference between the two methods.

    Marketing List's members sub-grid generates the corresponding type of members according to the type of Targeted At field. For example, if I choose account, the members sub-grid displays the accounts type of members.

    If you add a new sub-gird, you need to manually select the view you want to display the corresponding members. For example, if I select the view of the account in the new sub-grid, the new sub-grid will display the accounts type of members.

    The same is the account, the two methods of the show out of the members are the same. It also does not affect other functions.

    Regards,

    Qingqing Xin

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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