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Customer experience | Sales, Customer Insights,...
Suggested Answer

Related Cases subgrid to use in Case entity in CRM 365 9.0

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Posted on by 2,667

Hi All,

I have to show  all related cases in Case entity. So i have added subgrid in Case entity.But here am not able to get how can we show only related case records for the case entity itself.

Is there any way available to do this, please let me know.

Thanks,

Jharana

I have the same question (0)
  • D365-Developer Profile Picture
    Microsoft Employee on at

    Hi Jharana,

    On the subgrid properties under Data Source, is there an option to choose "Only Related Records" from the Case Entity?  If not, I would ensure the relationship is setup to ensure you have a N:N Relationship between the same Entity "Case"..  Then go back and choose "Only Related Records" from the Case Entity (relationship you just created) and the default view you would like to use.

    Hope that helps,

    Dan Penrod

  • Jharana Baliyar Singh Profile Picture
    2,667 on at

    HI Daniel,

    Thanks for ur reply.

    I need to showcase subgrid in case entity.In case lookup field with contact is there.so based on contact lookup value need to show related cases list in subgrid .

    I know we can achieve using quickview form also but i need to use javascript here using fetchxml.

    Is there any code available for this ?

    Thanks,

    Jharana

  • D365-Developer Profile Picture
    Microsoft Employee on at

    Hi Jharana,

    Try something like this and let me know if that helps:

    social.microsoft.com/.../filtering-sub-grid-record-based-on-lookup-value-in-microsoft-dynamics-crm-2011

    DP

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    2,667 on at

    hi Daiel,

    it got woked b usig js code with fetchxml puttig isetfiltexml.

    Thaks...

    Thaks,

    Jharaana

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