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Display selected accounts and contacts from a Customer field in a subgrid

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Posted on by SK-29040614-0

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I have a customer field in a form (using Dynamics Customer Service), where a user will select the accounts and contacts for that specific record.

Is there a way, where I can have two sub-grids (sub-grid 1: accounts, sub-grid 2: contacts) that would list the selected accounts and contacts?

Any idea/assistance would help.

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Development / Customization / SDK

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Leah Ju Microsoft Employee on at

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Display selected accounts and contacts from a Customer field in a subgrid

Hi,

Where should the sub-grid control be displayed? Same form?

If one customer field in the case form, it means that the case has N:1 relationship with Account/Contact.

--Current case can only have one account or one contact at the same time.

Perhaps you are trying to get a list of accounts/contacts that have been selected in any case record?

1.You can create one new account/contact view, filter it with this condition:

2.Add sub-grid control in the case form, and select the form just created:

3.Save and Publish。

4.Test：

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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