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Microsoft Dynamics 365 | Integration, Dataverse...
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Edit account form in ce sales

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Hi I am a new user in CE sales and Power Apps and I am working in a test envirement to configure the standard forms for accounts to suit my business. In my account main form I would like to have a tab with the associated contacts to that account but I can't manage to get the right view. There is a standard view "contacts associated accounts" but it does not appear in the option views to choose form. What am I doing wrong?

 

NvD_0-1608224032832.png

 

  • Suggested answer
    RE: Edit account form in ce sales

    Hi, I cant quiet tell from the image because it wont get any larger.  I think you are making a subgrid, which wont let you use an 'associated view' - which is what the one you want is called (see image).

    pastedimage1609356898458v1.png

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