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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Make a View between two tables based on their common lookup column

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Posted on by 15

Hi, I just started working on a Dynamic 365 project (as junior) and need help on one of my assigned task. In our project we have two tables (Table A, Table B) and they both are using a lookup field to Table 3 (The fieldname is called Contact). I need to add a subgrid to the Table A form which shows all the records from Table B which have the same Contact name.

I don't know how to make this relationship, since Table A and Table B are not directly related to each other.

I appreciate your help and advise.

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    The no-code way will be the following:

    1. Create a Quick View form for the "Contact" that will contain the records from "Table B" that are related to a particular contact.

    2. Add that Quick View form to the form of "Table A".

    The code way will be the following:

    1. Add a view that will show all the records of the "Table B" to the form of "Table A".

    2. Develop a JavaScript that will filter the grid of "Table B" based on the contact selected on the form. Example of such script can be located here - carldesouza.com/.../

  • MaryamSh Profile Picture
    15 on at

    Thanks a lot for your help. It works as expected.

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