BEST WAY to display records to a D365 form (including records not related to the current record)

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Posted on by MRVIX

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What is the BEST WAY to display records to a D365 form (including records not related to the current record).

I would like to display Activity records with a custom filter in my Account form. My custom filter includes activity records that are not related to the current account record.

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MRVIX 1,266 on at

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RE: BEST WAY to display records to a D365 form (including records not related to the current record)

Thanks Rawish! The Javascript works well!
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Rawish Kumar 13,758 on at

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RE: BEST WAY to display records to a D365 form (including records not related to the current record)

Hi Marjorie,

You would need a bit of javascript to achieve this. All you have to do is create a subgrid for the activities and then create a javscript web resource, you essentially need to pass your custom fetch xml to the subgrid filter. few references :

community.dynamics.com/.../254441

nishantrana.me/.../filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form

you can easily build the fetch xml from advanced find

look for : actitvities

where regarding not equal to "pass your current record(accountid)".

hope this helps!