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  • Friday, November 16, 2012 6:34 PM
     
     
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    Crm 2011

    is it possible to have a from, with two entities on it.

    ie one entity is called clients and one is called configspec

    both are linked by field :licence which is unique.  in the client form, can i add the configspec in as a tab. if so how ?

    Dont ask me .. i dont know

     

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  • Saturday, November 17, 2012 10:53 PM
     
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    Hi Pete,

                    You can add a sub-grid with the configspec entity to show the related client records into your form.

    Check this article

    http://thecrmworld.wordpress.com/2011/06/08/how-to-add-subgrid-in-form-of-related-records-in-crm-2011/

    Regards,
    Damian Sinay

     
  • Monday, November 19, 2012 9:03 AM
     
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    Hi Pete,

    Following are the options that you can try:

    1. Add SubGrid on Parent entity form to show all the related child record on the form (N:N relationship).

    2. Add IFrame on Parent entity form to show related entity form as embedded form (1:1 relationship).  You will be able to hide ribbon buttons and left nav.

    3. Add Silverlight/HTML web resource on Parent entity form to show only required attributes from the child entity as read only summary.

    I hope this might help you.

    Thanks,
    Gopal K