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.
