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Customer Service forum

regard the Account to the product

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Hello,
how can i made a section in''Accounts ''form that regard the Account to the product he bought (from the product list)
similar to the list of contact that regard to each account in''Account card''.

i like to see in the account card the list of product he bought.

thanks,
Daniel.

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: regard the Account to the product

    You should be able to implement this by modify the xml using deep query on subgrid, which help you get data from related entities for exam account->opportunity-> productions, You can check here blogs.msdn.microsoft.com/.../deep-queries-for-subgrids

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: regard the Account to the product

    I don't think Account are by default related to product but you can always create relationship between entities. navigate to Settings >> Customization >> Customize the system >> Open Account Entity >> Click N:N Relationship >> Select the product entity as ...save the relationship. Publish your changes. After this you should be able to select the related records from the product.

    Hope this helps.

  • Community Member Profile Picture
    on at
    RE: regard the Account to the product

    if i dont have? - i have only default relationship as provide

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: regard the Account to the product

    Do you have any relationship between product & Account like you have the Company Name field on the Contact entity which link the Account & Contact record. If yes then you should be able to change the subgrid properties and say Show Related Records-

    www.crmsoftwareblog.com/.../adding-sub-grid-related-records-dynamics-crm-contacts

    Hope this helps.

  • Community Member Profile Picture
    on at
    RE: regard the Account to the product

    hi thanks for  your reply,

    i did try to add subgrid of product on account. but the subgrid shows all the product list i have. and i like it to show only the product list the account related to him.

    (as its shows all the related contact to the account at the subgrid's contacts)

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: regard the Account to the product

    Hi,

    It seems like you looking for the way to add subgrid of products on account entity. If yes, you can refer the below blog on how to add the subgrid on an entity form.

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

    If not, please share some screenshot explaining what you are looking for.

    Hope this helps.

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