Always Show Related->Connections Tab

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Posted on by Gurs

I am building a custom form in the Account entity. I would like one of the tabs to be the same as what I would get if I used the default Contact card and clicked Related -> Connections. Basically, I am trying to save users a click and also make it easier for users to see how to view connections. I can add a new tab with a section that displays Connected From (related records), but that view doesn't have the action buttons that are shown on by going Related -> Connections (Show Chart, Connect, Scheduling, etc.). How can I either add those buttons to my new tab, or in the alternative make the Related -> Connections tab always visible?

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Gurs 50 on at

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RE: Always Show Related->Connections Tab

That looks like it would do the trick, Paul Owen, but is likely above my pay grade. Also, I realized that even though the Connect button isn't where I want it to be (right above the grid), there is a Connect button in the row with Save, New, etc. Not perfect, but close enough! Thanks again!
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Paul_Owen 2,027 on at

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RE: Always Show Related->Connections Tab

I think you'd have to create a custom iframe to show that like in this example https://blog.crgroup.com/embedding-sharepoint-documents-in-a-dynamics-365-form/

Regards

Paul
Gurs 50 on at

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RE: Always Show Related->Connections Tab

Thanks Lu and Paul. Here are some screenshots to explain what I am trying to accomplish. First is the standard Sales Hub Contact form. You can see that there is no tab for Connections. When you click the Related tab, you get a drop-down menu where you can then select Connections:

Once you click Connections, suddenly the Connections tab appears, and you are viewing "Active Connections Associated View". This view contains buttons for Show Chart and Connect with a dropdown, which allows you to add a connection (circled in blue):

Finally, here is the custom form I created (ContactOV), on which I created a tab called Connections that is always visible. On that tab I placed a subgrid that shows related records, set the Entity to Connections (Connected From) and the default view to Active Connections. The information displayed looks much like the previous screenshot, except that I don't have the buttons in blue from above. So I have no way to add a connection or view a chart of connections, without clicking Related and then Connections, which defeats the purpose:

My goal is to either add the buttons circled in blue to my custom form/tab, or conversely figure out how to get the stock D365 Connections tab to always show on my custom form. Hopefully that clarifies my situation and goals. Thanks for the help!
Paul_Owen 2,027 on at

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RE: Always Show Related->Connections Tab

You could just create a subgrid to show the connections, for example Stakeholders on Opportunity is an OOB Connection Grid, I don't know what you mean about other buttons for Charts etc? Can you provide a screenshot?

Regards

Paul
LuHao 40,874 on at

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RE: Always Show Related->Connections Tab

Hi Gurs,

Could you provide some screenshots to show what you want to achieve?