web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Display a list of acco...
Customer experience | Sales, Customer Insights,...
Answered

Display a list of account opportunities on contact form

(0) ShareShare
ReportReport
Posted on by NeilSmith 35

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).

pastedimage1616058405206v1.png

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

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    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:

    • Create a Quick View Form on the Account entity and include opportunities sub-grid on this form. Then use this quick view form on the Contact form. (not sure why you do not want use this approach, if you have doubts, feel free to discuss)
    • Create a custom web resource to list Opportunities of the parent account.
    • If you can afford not to show data on the form, you can create a report to list Parent Account's opps in a report.
  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    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.

  • NeilSmith Profile Picture
    NeilSmith 35 on at

    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.

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Yes, you have to use the mix of quick view form and a sub grid.

    Another way in my mind is:

    • Create a custom Account Lookup on the Case and set it to Customer (Contact's) parent account.
    • You can use a rea-time workflow or flow to fill this data.
    • This way, you can add another subgird on the Account quick view form for cases (along with opportunities).

    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?').

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans