Subgrid on Opportunities for a custom entity that is related to Contacts

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Hi guys,

You have been a massive help in getting our CRM moving, I just want to start by saying thanks for all your help so far.

I've created a custom entity for recording different types of notes, this is linked to accounts and contacts, but I now need to link this to Opportunities and am scratching my head. What we need is to go onto an Opportunity and (ideally) have a subgrid that shows the custom entity notes relating to the Contact or Account that is linked to the opportunity.

For example, an Opportunity is raised against Contact1, contact1 already has related records such as Biography, relationship to business etc, we need to be able to load the opportunity and see Contact1's records in a subgrid.

I can see how to do this in SSRS easily enough but am hitting a wall doing it on the form.

Your assistance, as always, is greatly appreciated!

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Community Member on at

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RE: Subgrid on Opportunities for a custom entity that is related to Contacts

Thanks Mahender, do you have anything on how I could write the plugin? (Never done it!)
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Mahendar Pal 45,095 on at

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RE: Subgrid on Opportunities for a custom entity that is related to Contacts

Hi,

You can put the subgrid on the opportunity to show your entity record, you need to write a plugin to filter it based on the account/contact lookup (there is no supported way of doing it from client side code) so this should help you:

missdynamicscrm.blogspot.com.au/.../filter-lookup-field-by-related-subgrid-crm-2011-2013.html