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Microsoft Dynamics CRM (Archived)

How to show data from different entities.

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Posted on by Microsoft Employee

I have three entities Users, Skills and Account. (User,Skill have 1:N , Skills and Account have N:N relationship )

I want to show all the users,skill,Account on the same form, right now we will have to go to user, then click skills, then click accounts. Is there any simpler way to show all of them. 

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  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: How to show data from different entities.

    Hi

    In the user form, add sub grid of skills(configured as related record) and add sub grid of account(configured as accounts).

    In the skills sub grid row click event filter account subgrid

    Please refer

    Subgrid row click event

    vikramxrm.blogspot.in/.../attach-onclick-event-in-sub-grid.html

    Filter subgrid based on change

    community.dynamics.com/.../198345

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to show data from different entities.

    See:

    community.dynamics.com/.../219829

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to show data from different entities.

    Thanks Nithya for quick response.

    I have already tried to achieve using the way you suggest, problem is when adding column in the Skill's custom view I am unable to add Account name column as Account entity is not showing there in Record Type dropdown list may because of skill and Account having N:N relations.

    VBew.jpg

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to show data from different entities.

    Hi Setu,

    You could add a sub-grid of related entity records in your User entity form. Refer the link below.

    blog.clickdimensions.com/.../adding-a-sub-grid-of-related-records-to-your-contacts.html

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