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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Make relation with mul...
Microsoft Dynamics CRM (Archived)

Make relation with multi entity to display related data

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Posted on by Albert_ 458

I am brand new to MS CRM, but I do know DB and relations also.
My question is that : 
I have created an entity, that opportunity has one to many relation with that( opportunity as primary entity)  and its Ok.
Now I wanna display that entity in subgrid of Quote and Order( with related data )
(Opp has 1 to many relation with Quote and also Order, so Quote and Order are displayed in the left panel of the Opportunity Form)
I enter data into my custom entity( that can access from left side of opportunity Form) in Opportunity Form, and Order and Quote are also displayed in the left side of Opportunity.
I want to display the related data of the custom entity via subgrid in Order and Quote of that opportunity, and maybe some edit there( However the record of the custom entity has created in Opportunity entity ) 
( We all know that opp has 1:N relation with Quote and also Order, and Quote also has 1:N with Order)
How can I do this?
Any help will appreciate !


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

    Hello,

    I would suggest to use "Quick View Form" functionality for that purpose.

    Create opportunity "Quick View Form" and put a subgrid with custom entity to that form.

    Put Quick View Form of opportunity to Order and Quote form. That's the easiest way of doing that.

  • Albert_ Profile Picture
    Albert_ 458 on at

    Thanks for reply.

    Could you give me a favor and put a real correct link to create quick view form?

    And question is : It can not happen as my custom entity in the subgrid, right?

    If right I want to task why?

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

    Here is the link (that can be found in Search Engine btw) - msdn.microsoft.com/.../dn531145(v=crm.6).aspx

    I'm not sure that I understood your question.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Albert,

    Please have a look , might help you to implement quick view form.

    www.powerobjects.com/.../exploring-quick-view-forms-in-crm-2013

  • Albert_ Profile Picture
    Albert_ 458 on at

    I use CRM 2011 and these feature has added to crm 2013.

    Am I right?

  • Albert_ Profile Picture
    Albert_ 458 on at

    quick view form not available in CRM 2011.

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

    Hello,

    Yes. Quick View form functionality is not available in CRM 2011.

    In this case you can use Deep Link Queries functionality - blogs.msdn.microsoft.com/.../deep-queries-for-subgrids

  • Albert_ Profile Picture
    Albert_ 458 on at

    Thank you alot

    I am gonna try this and let you know about that.

  • Albert_ Profile Picture
    Albert_ 458 on at

    Hi there again.

    Thanks for you reply, but no success.

    Can you guide me to write a JS ( any sample? ) to copy those fields of entity in the other entity ( in subgrid )?

    Or any other solution?

  • Albert_ Profile Picture
    Albert_ 458 on at

    Sir, I did another thing,

    I made a form in opportunity only with that custom entity in subgrid.

    Now I  wanna make IFRAME in quote and order.

    I wanna give the IFRAM the URL. ( Cause I wanna display related Ones in both order and quote )

    My new question is about the URL.

    I wanna ask in another post.

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