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Microsoft Dynamics CRM (Archived)

Deep level linking on subgrids in Dynamics

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Hi everyone,


We're having real issues achieving something that should be relatively straight forward in Dynamics CRM and want to know if it's something we're doing wrong or if it's actually not possible. Here is a scenario:

A customers Dynamics CRM contains many price lists. The number of products in CRM are few but linked to many price lists. The customer wants to see a list of products and their prices relative on the main account screen. Obviously the relevent prices pertain to the price list set on the account. This price list will need to show in a searchable sub-grid so the customer can easily quote product prices based off the customers price list over the phone.

I see the join and have succesfully created it in Advanced Find as follows:

Account.PriceListID > PriceList.PriceLevelID

PriceList.PriceLevelID > Pricelistitem.PriceLevelID

Output product Amount in to column on sub-grid.

PriceListItem.ProductID > Product.ProductID

Output product name to column on sub-grid

We've read this article: http://blogs.msdn.com/b/crm/archive/2012/04/16/deep-queries-for-subgrids.aspx

and tried our hardest to get this working. Although the queries we write in to the customizations.xml file seem to execute fine (no errors), nothing actually pulls through on to the sub-grid.

It's a little frustrating because it's something that should be possible with relative ease. Deep level queries on sub-grids is certainly a requirement for many customers and can see this coming up a fair amount in future.


Thanks for reading,


Sam

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  • Royal King Profile Picture
    27,686 on at

    I would suggest building report and add it has iframe in the account page to accomplish this. As you have lot of options to customize report base on your requirement as well user able to search.

  • SamMitchell Profile Picture
    on at

    Thanks Christian, I will look instead at using a report in an Iframe.

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