Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM forum / How to display unrealt...
Microsoft Dynamics CRM forum
Answered

How to display unrealted entities in a sub grid

(0) ShareShare
ReportReport
Posted on by Aisha1985 95

Hi can someone please help me out in this complicated situation as i am new to this .

i have set up a sub grid of Associated Industry on my Account form as shown below. Now i want to display the same same sub grid for Contacts which are related to this Account. but this isnt working and i am geeting an empty sub grid on Contact.

pastedimage1663545051626v1.png

I want to display the Industry and Sector sub grid on the Contact of this Account. i dont know coding so someone can please provide me with OOB Approach ?

Any help will be really appreciated.

Thanks in advance.

Categories:
Administration and Setup
  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to display unrealted entities in a sub grid

    Hi Yoshika Suzuki,

    Dear Microsoft Employee. The thread is already closed and there is no need for further suggestions.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at
    RE: How to display unrealted entities in a sub grid

    If you check "Show related records" when adding a sub-grid to the form, the related records will be displayed.

  • Amit Katariya007 Profile Picture
    Amit Katariya007 6,004 Moderator on at
    RE: How to display unrealted entities in a sub grid

    No problem

  • Aisha1985 Profile Picture
    Aisha1985 95 on at
    RE: How to display unrealted entities in a sub grid

    Thanks alot. I have also read that we can take use of Quick view form. Thanks for clarifying it in detail.

    Much appreciated!!!

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 6,004 Moderator on at
    RE: How to display unrealted entities in a sub grid

    Hello Aisha,

    You can use quick view form basically in this situation. Create a Account quick view form with the Industry as the sub grid.

    Now add this quick view form on the contact main form and use the Account relationship in the quick view form.

    and as the account which you have selected in the contact form the data will be also displayed in the sub grid.

    debajmecrm.com/.../

    Thank you,

    Amit Katariya

  • Ray Profile Picture
    Ray 1,479 on at
    RE: How to display unrealted entities in a sub grid

    How do you link your contact with account? If you are NOT using the Account Name field(this is a special type of lookup field with limitations) on contact then you can create a quick view form of account, this form contains the subgrids and you can insert this quick view form to contact.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to display unrealted entities in a sub grid

    Hi Aisha1985,

    If there is no direct relationship then it is going to show records. You need to use HTML, Power Apps Component framework, or Canvas App to solve your problem.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,554 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,588 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans