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Any way to add email events, marketing list subscriptions, event participations to Contact Form?

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Posted on by Community Member Microsoft Employee

We would find it very convenient to view which email events, marketing list subscriptions, and event participations in Dynamics 365 CRM main contact form, rather than needing to navigate to this information with the carat. How could we add those items to the display?

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Michel van den Brink 4,697 on at

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RE: Any way to add email events, marketing list subscriptions, event participations to Contact Form?

Hello,

You can show related records on any Form using a subgrid.

Open the Main For for 'Contact' in the Form Designer (via Customize the System, or use the 'Form' button)

Click the 'Insert' tab

Click 'Sub Grid'

Edit the properties of the sub grid by double-clicking on it

For 'Records' make sure it's set to 'Only Related Records'

For 'Entity' choose the entity you want to source, like 'Email Events'

More on configuring a sub grid:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/sub-grid-properties-legacy

Hope this helps you get started. If you have any other questions, please let me know!

If you found my answer helpful, please help the community by marking it as verified :-)

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