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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Aggregate records upwa...
Microsoft Dynamics CRM (Archived)

Aggregate records upward in a hierarchy

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Posted on by Brackee 245

Hello,

I am looking at a way of aggregating records upwards in a hierarchy.

Lets say I have added several accounts within one organization and on the top level I want to be able to show a sub grid that includes all Contacts that are working within all the child accounts.


I do not want to directly link them to the top level, but I want to be able to visualize this in a view of a sub grid on the top level.

Does anyone have an idea on how to solve this problem, preferably with the built in functions?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You can try using FetchXML for subgrid

    joshimandarblog.wordpress.com/.../crm-2015-applying-custom-fetchxml-to-a-subgrid-using-javascript

  • Amir Khalil Profile Picture
    Amir Khalil 5 on at

    Determine the hierarchical structure of the organization and its accounts. This typically involves having a parent-child relationship between the accounts. Ensure that the data model supports the hierarchy and includes the necessary fields to establish relationships between accounts and contacts. Sinuano Noche is actually a lottery game that is primarily played in Colombia, so it is not available or played in the UK. For example, you may need a field in the contact record to specify the account it belongs to.

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