displaying related entity list in CRM form with record counts and links RRS feed

  • Question

  • A client is upgrading to CRM 2013 and has asked that we provide at the top of a form a list of related of related entities, together with a count of records and links to the associated views (similar functionality exists in Salesforce).  For a contact (this is a highly customized app) the result would look something like:

    Publications (12) | Applications (5) | Reviews (11) | Programs (15)

    Rather than attempting to retrieve all the related entities dynamically (since they may only want a subset), I was considering building a structure to store per entity the related entities we’d want to display (probably in CRM itself so they could maintain it themselves).  Then, in code, I could dynamically create the queries to get the record counts and display something like the above in an IFrame.  What I haven’t been able to find is how to get the url to navigate to the associated view.  In any case, any ideas or experiences related to something like would be appreciated.

    Tuesday, November 19, 2013 5:05 PM

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