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Microsoft Dynamics CRM (Archived)

Marketing List Subgrid on Contact Form Not Displaying Dynamic Lists

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I am using the latest version of Dynamics 365.

We require the ability to be able to go into a Contact and see which Marketing List they are a member of. This is achievable by using a subgrid for related Marketing Lists.

However, only Static lists are on display. We also need to be able to see Dynamic lists.

The failure seems to be with 'Only Related Records' option we have on as seen in the screenshot:

4405.Untitled3.png

If I change this to 'All Record Types', I get Dynamic lists coming through but these are obviously not related to the contact and therefore, irrelevant. 

Can anybody advise on how I can get Dynamic lists the contact is member of to be displayed in a sub-grid?

Cheers,

Aidan

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

    Hello Aidan,

    I don't think you can achieve it using regular customization.

    I have a question - why do you need it and how do you plan to use fact if record belongs to Dynamic Marketing List?

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