web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Sub-grid to show members in Marketing list

(0) ShareShare
ReportReport
Posted on by 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.

I have the same question (0)
  • Suggested answer
    Qingqing Xin Profile Picture
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
#ManoVerse Profile Picture

#ManoVerse 101

#2
Siv Sagar Profile Picture

Siv Sagar 93 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 66 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans