Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Create Sub-Grid in Contact entity showing all records related to that Contact's Company Name (Account/Customer)

$
0
0

Hey all,

I have a custom entity for some licensing information that I have used to create a Sub-Grid in the account entity. I would like to see that same set of records when I'm on any contact record that belongs to that account. When I try to create a Sub-Grid in the contact entity, I see options for "Only Related Records" which will only show records where my Contact is assigned to this licensing entity, or "All Record Types" where I just see all Licensing entity records. Is there any way to see all records associated with a contact's Company Name (Account/Customer) even when that particular contact is not referenced in my License entity record?


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>