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See the list of contacts belonging to the Account on an Opportunity RRS feed

  • Question

  • Any help much appreciated:

    Each Opportunity has an Account

    Each Account has Contacts

    I want to see the list of contacts belonging to the Opportunity's Account on the opportunity form, how do I do that?

    Friday, October 7, 2011 10:35 AM

All replies

  • Hi,

    You can do this by developing a custom aspx page to retrieve the contacts related to the Account (by passing the AccountId to the aspx page as a querystring  from javascript onload of Opportunity form) and display in a Gridview and integrate that ASPX page to CRM as an Iframe.

    Please let me know if you need any more clarification.

    Thanks and Regards,

    prasanth.


    prasanth : MS CRM Developer.
    Friday, October 7, 2011 11:16 AM
  • Hi,

    You can also develop a custom SSRS report and display it into the IFrame to display Account  related Contact records, or can add a cutom FetchXml to Sub Grid, for further information you may refer: http://mscrmking.blogspot.com/2011/06/crm-2011-how-to-filter-add-existing.html


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, October 7, 2011 11:37 AM
  • Thanks guys, I must say I was hoping for a non-code answer though. (not being a developer myself)

    It is such an obvious thing isnt it?

    Monday, October 10, 2011 10:10 AM
  • Hi,

    Without code you can only display the child related records into the parent Entity form, if you want to display the Account related contacts into the opportunity form then i am afraid you may have to write the custom code.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Tuesday, October 11, 2011 4:52 PM