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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Edit associated view
Microsoft Dynamics CRM (Archived)
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Edit associated view

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Posted on by Jeroen J 12

Hi there,

Okay, this one probably is going to make me feel really stupid, but I just can't figure it out.

Working in a CRM 2016 8.1 on premise environment and my client asked me to update a view she was looking at. She opened an Account form, pulled down the menu at the down arror right next to the accountname and selected Projects (1:N relationship account:project) to view related projects.

All she wants me  to do is add another column, but I can't seem to find where (if) I can do this. Can't find it in the default solution, that is, there's a view with the same name ("project associated view") but completely different layout.

eeeerm, help?

thanks,

Jeroen

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  • Suggested answer
    Jeroen J Profile Picture
    Jeroen J 12 on at

    never mind. Trust in system is restored, distrust in colleagues created: I was looking at a difference between development and production environment...

    Case closed.

  • Verified answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    Go To-->Settings-->Customizations-->Customize the system.--> expand account entity and click on view.

    It may be a custom view with name "Associated view".

    You can get more details about associated view at below post:

    community.dynamics.com/.../162584

  • Jeroen J Profile Picture
    Jeroen J 12 on at

    Yeah, thanks. I always believed/knew this, but because I saw this difference between de layout in my dev solution and in production, I started doubting...

    Sorry to have wasted your time.

  • Community Member Profile Picture
    Community Member on at

    The Edit Associated View command lets you edit the view that would normally be associated with your project.A project in a different workspace, such as a team or portfolio project.An existing document in the same workspace, such as a document in an existing team or portfolio project.An existing document in a different workspace, such as an external file residing on your web server or a shared location on SkyDrive. I would love to know that how technology has changed our lives through reading https://retailtechinnovationhub.com/home/2022/7/6/how-technology-has-changed-our-lives article because it is one of the best articles according to my friends who have read it.

  • R_Ashish Profile Picture
    R_Ashish 40 on at

    How how to adjust layout of associated view in dynamics 365 CRM in V9 version.

    According to screen resolution associate view grid layout not getting adjust properly hence I may need to apply media query or will need to change css or bootstrap but not getting option for the same

    could you please let me know

  • Suggested answer
    R_Ashish Profile Picture
    R_Ashish 40 on at

    How how to adjust layout of associated view in dynamics 365 CRM in V9 version.

    [quote user="Dynamics365 Rocker"]

    Go To-->Settings-->Customizations-->Customize the system.--> expand account entity and click on view.

    It may be a custom view with name "Associated view".

    You can get more details about associated view at below post:

    community.dynamics.com/.../162584

    [/quote]

    According to screen resolution associate view grid layout not getting adjust properly hence I may need to apply media query or will need to change css or bootstrap but not getting option for the same

    could you please let me know

  • Suggested answer
    R_Ashish Profile Picture
    R_Ashish 40 on at

    How how to adjust layout of associated view in dynamics 365 CRM in V9 version.

    [quote user="Dynamics365 Rocker"]

    Go To-->Settings-->Customizations-->Customize the system.--> expand account entity and click on view.

    It may be a custom view with name "Associated view".

    You can get more details about associated view at below post:

    community.dynamics.com/.../162584

    [/quote]

    According to screen resolution associate view grid layout not getting adjust properly hence I may need to apply media query or will need to change css or bootstrap but not getting option for the same

    could you please let me know

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