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Microsoft Dynamics 365 | Integration, Dataverse...
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Relationship subgrid help

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Looking for an explanation of how the Contacts and Relationship subgrid on the Organization form should be working (meaning what should be showing).  Same goes for the contact form, what should be showing and how does it work.

  • Suggested answer
    RE: Relationship subgrid help

    Hi,

    The subgrid can add a view to conveniently display the entity records you want. The content it displays is the data of a certain view of the entity specified when you add the subgrid. Using subgrid can save you from having to open a new interface.

    You can refer to this official document to add subgrid:

    Sub-Grid properties for main forms with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

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