Linking of entities and displaying records on form

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Posted on by SamiraM

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Hi,

I have two tables Contact and contact log and have contact id in both the table. Currently there is no relationship between the tables. So my requirement to show contact log records on contact form for that contact.

I know that i can do subgrid on form but it is showing all records instead of only related records. please help.

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RaviKashyap 55,410 Moderator on at

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RE: Linking of entities and displaying records on form

Hi,

In order to show the related record in subgrid, you need to have a relationship between the entities. Create a lookup field (Contact) on your Contact Log entity. Once you are done with this, you will get the option for Only Related record on the subgrid on your contact entity.

This will work fine for new records but for old records, you need to update the newly added field with the correct contact value. For this, you could use any of the above suggested options.

Hope this helps.

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Alex Fun Wei Jie 33,626 on at

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RE: Linking of entities and displaying records on form

Hi,

you can create a console application,

First

- retrieve all contact log record with contact id but contact lookup is null.

Second

- do a loop and update the record

Sample references

1. How to create console

- https://arunpotti.wordpress.com/2018/02/03/step-by-step-to-connect-dynamics-365-crm-online-v9-x-using-c-console-application/

2. How to query data from CRM

- https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/org-service/use-fetchxml-construct-query

3. How to update record

- https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg328416(v=crm.8)

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SamiraM 587 on at

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RE: Linking of entities and displaying records on form

how to patch the contact lookup field

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SamiraM 587 on at

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RE: Linking of entities and displaying records on form

Related record option is not coming. Only Show all record is coming

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SamiraM 587 on at

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RE: Linking of entities and displaying records on form

how to patch the contact look fields?

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Shahis 170 on at

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RE: Linking of entities and displaying records on form

Have you configured your subgrid properties to display only related records? The other option is to create a new view that suits your requirement and select that view as the default view for the subgrid.

Thanks,

Shahid

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Alex Fun Wei Jie 33,626 on at

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RE: Linking of entities and displaying records on form

Hi,

What you can do.

1. Create contact lookup in contact log, and patch the contact lookup field.

- you will see the contact log under related entity of contact.

2. Create a report and show in on form.

- alexmscrm.blogspot.com/.../how-to-show-report-in-entity-form-and.html

I will recommend you go for first one.

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