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I am trying to setup a subgrid on the contacts form to display the current open opportunities for the related account.
I am fairly sure that previously I could select the Entity "Opportunities (Account)" under Data Source, but this is no longer available on the contacts form (on the accounts form it is still there).
I may of course be mistaken.
Is there another method I can use for a subgrid (not a Quick View) to achieve this?
Thanks
Neil Smith
Hi,
Yes, you have to use the mix of quick view form and a sub grid.
Another way in my mind is:
However, this approach leads to data redundancy and you need to configure a process to set the account lookup on case whenever case is created or customer field is updated. Also, if a contact's parent account is updated, you need to update all related cases :(
Anyhow, to make it easier for other readers, I would request you to select the appropriate answers as verified (click 'Yes' under 'Did this answer your question?').
Thanks to everyone for their answers.
To answer some of the points.
1. All our opportunities use the account as the potential customer. We do not create opportunities with the contact as potential customer.
2. I have tried the quick view approach, which worked.
3. The reason I would prefer to use a subgrid is because we also want to display all of the cases relating to the account on the contacts form which doesnt work in a quickview. Our cases only use the contact as the customer (never the account) but we would like to see all cases related to the account irrespective of the contact given under customer on the contacts form.
So I can configure a quickview to show the opportunities but not the caes and I can configure a subgrid to show the cases but not the opportunities. As I would prefer to have the same appearance for both lists on the form I wanted to use either subgrid or quickview and not a mixture.
As far as I can now ascertain from your answers, I will have to use a mixture of quickview and subgrid.
Hi Neil,
In my opinion, it is not possible by the OOTB way, the sub-grid can only show records (Opportunity) related to the current record (Contact), it is not possible to show records (Opportunity) related to the primary record (Account) of the current record (Contact).
Quick View Form is indeed the most appropriate solution in this scenario, and there is no need for us to abandon Quick View Form in favor of a time-consuming and labor-intensive development solution.
There is only one case where we can display the related records of the related records in the sub-grid, that is Contact:Account=1:N and Account:Opportunity=1:N. In that case, we can add Editable Grid control to the sub-grid and configure Nested grid view to display Opportunity in the Account sub-grid on the Contact form.
https://d365demystified.com/2019/07/25/nested-editable-grids-in-d365-ce-v9-uci/
But your situation does not match Contact:Account=1:N and Account:Opportunity=1:N, so we have to use Quick View Form.
Hi,
Thank you for your query.
Please note, Customer field on the Opportunity form could be an Account or a Contact.
If the opportunity is linked to an Account, you cannot directly show the opportunities on the Contact form.
Sub grids can list the 1:N records up to 1 level only.
To achieve this you have following options:
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