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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Display list of contact and modify the list.

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Posted on by

Hello Experts ,

Is there a way to display the list of contacts of an account and then in this same list select a particular contact and modify the contact.

What is the way to proceed? 

Thank you !

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Display list of contact and modify the list.

    Hi Rodd Decayette,

    You can achieve this by placing a Sub-Grid on one of your Account entity forms. The Sub-Grid will need to be configured to display associated Contact records. You will be able to select a record in the grid to open a form, edit the data, and then save. You also have the option of enabling the editable grids feature through the Editable Grids custom control so that you can edit the records in-line.

  • Anshulkte Profile Picture
    35 on at
    RE: Display list of contact and modify the list.

    The core of Microsoft Dynamics 365 functionality is relationship management. It is designed to manage business-to-business (B2B) relationships—that is, relationships with other organizations and the contacts working at those organizations. Microsoft Dynamics 365 can also manage business-to-consumer (B2C) relationships, meaning relationships with individuals not associated with a specific organization.

    Regardless of your industry or whether your organization is for-profit or non-profit, these relationships ought to be managed using the account and contact records in Dynamics 365.  The name of these records can be changed, by a system customizer, to suit your needs.

    visit the link it may help crmbook.powerobjects.com/.../

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