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Embedding a View from a parent entity to a child Entity in Microsoft Dynamics CRM

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Posted on by lawix10

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I have a requirement to display a view on on form from the parent entity in Microsoft dynamics.

Sub grid wont be able to achieve this purpose.

So for example A contact has a parent Account , And the Account has many orders

On the contact form I want to display a view called Company Orders i.e the Order that the Account has made and not the contact.

Simply on the account form i can have a sub grid called company account, now i want that sub-grid to appear as a view on the contact form

Will appreciate any suggestion on this , as am thinking towards JavaScript.

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a33ik 84,331 Most Valuable Professional on at

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RE: Embedding a View from a parent entity to a child Entity in Microsoft Dynamics CRM

Hello,

I believe you have some kind of relationships between your contact and accounts. I'm not sure if this feature is deprecated or not but it worth to look at - blogs.msdn.microsoft.com/.../deep-queries-for-subgrids

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lawix10 334 on at

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RE: Embedding a View from a parent entity to a child Entity in Microsoft Dynamics CRM

Thanks this worked but what if you want to show all orders for different accounts, assuming the contact has 4 accounts and you want to show each accounts orders on the form , this works perfectly when the is one account

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a33ik 84,331 Most Valuable Professional on at

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RE: Embedding a View from a parent entity to a child Entity in Microsoft Dynamics CRM

Hello,

I believe you can make it without coding. Try to do following:

1. Create a quick view form for parent entity and put subgrid you want to show on it and publish it.

2. Add a quick view to child entity form.

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