sub-grid quote,oreder and invoice - Crm 2011 RRS feed

  • Question

  • how to show created quotes, orders and invoice in crm 2011 under a sub-grid or a view just like to see all three at the same time in order status or date.

    is this possible?  if yes please provide some instruction on how.

    Many thanks,


    PJ Moka

    Tuesday, June 11, 2013 4:30 PM


  • I think this could not be done by a view or grid. You may create a SSRS report in Visual Studio, in which you could union multiple entities in your query. In the built report your could import your desired columns. Then import the rdl file to CRM. You could use the report as it is, or could create an IFrame to load the report in it.

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    Tuesday, June 11, 2013 5:25 PM