attach one entity info to another entity

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Posted on by sdnd2000

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Hi, I want to have an entity display some other entity info, it is 1:N relationship. It is like case info displayed in account entity. How can I do that with customized entity.

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Jason M. Cosman 5,234 on at

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RE: attach one entity info to another entity

Hey Sdnd2000;

I know your new to CRM and you have a ton of questions which is great. I'd recommend taking some training; PowerObjects has some great courses that can be done online at: www.powerobjects.com/microsoft-dynamics-crm-education . You need a good primer to get you up to speed on functionality out of the box to get started.
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Gopalan Bhuvanesh 11,401 on at

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RE: attach one entity info to another entity

Use SubGrid

In the form designer, Select Insert Tab and select SubGrid and enter the properties as required

Find more details here:

https://technet.microsoft.com/en-us/library/dn531185.aspx