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Microsoft Dynamics CRM (Archived)

How to access records from an entity into a subgrid of current entity

Posted on by 795

Hello,

My requirment is that i want to retrieve the filtered records of an entity in a different subgrid . How it could be achieved ?

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  • Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: How to access records from an entity into a subgrid of current entity

    Thanks, please mark my answer as verified if this helped you.

    Happy CRMing! :)

  • CRM Beginner  Profile Picture
    CRM Beginner 795 on at
    RE: How to access records from an entity into a subgrid of current entity

    Thanx alot!

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: How to access records from an entity into a subgrid of current entity

    Create a new field of type Lookup to the same entity (self-lookup) and in each of the records you want in the subgrid, add the record A as lookup in records B, C and D.

    Then, once you open record A, you'll see the subgrid having 3 records.

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