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Display related records on a subgrid

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Posted on by Community Member Microsoft Employee

Hi,

I am in D365 online, when a lead is Qualified, i am creating an Account, Contact and Opportunity. On Opportunity entity form i have a Contacts sub grid to display the Contact record that had created in the lead qualification flow for that particular Opportunity. Can someone help me out which relationship works for this criteria.

Thanks in Advance.

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Community Member Microsoft Employee on at

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RE: Display related records on a subgrid

thanks David, i did not tried this. will try now.
David Jennaway 14,063 on at

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RE: Display related records on a subgrid

The direction of the relationship between contact and opportunity means that you should use a Quick View form to display the contact data on the Opportunity form, and not use a subgrid