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    I want to be able to add a custom look up field/table to my main account form for products that the account has purchased. It want it to be similar to the Contacts display lookup table that is on the main account form. Basically I want a table that displays all products purchased by an account and be able to add delete to that table. Similar to how I can click on the Contacts and click "Add Contact". I want to be able to click on a button for "Add Product" and then use the look up feature to add one of the products we sell. Is this even possible to do and if so can someone give me any direction on where to find how to create this table. I've tried searching all over in the CRM and can't seem to find anything and Google doesn't return any relevant results either. 

    Thanks a lot for any help,

    Trevor

    Friday, September 7, 2012 5:27 PM

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    Settings -> Customizations -> Customize the System

    Expand Entities -> Expand Account -> select 1:N Relationships

    New 1-to-Many Relationship - > Related Entity = Product

    Save and Close

    Select Forms under Accounts -> select Main (or whichever you need)

    Select where you want the grid -> Insert tab -> Sub-Grid

    Entity = Products (Products)

    Save and Close -> Publish All Customizations

    This will not be at all linked to Quotes/Order/Invoices but it should do what you described - basically a list of products you can add and subtract from.

    Jason Lattimer

    Friday, September 7, 2012 7:02 PM
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    Settings -> Customizations -> Customize the System

    Expand Entities -> Expand Account -> select 1:N Relationships

    New 1-to-Many Relationship - > Related Entity = Product

    Save and Close

    Select Forms under Accounts -> select Main (or whichever you need)

    Select where you want the grid -> Insert tab -> Sub-Grid

    Entity = Products (Products)

    Save and Close -> Publish All Customizations

    This will not be at all linked to Quotes/Order/Invoices but it should do what you described - basically a list of products you can add and subtract from.

    Jason Lattimer

    Friday, September 7, 2012 7:02 PM
    Moderator
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    JLattimer, thanks a lot for your help, that was very easy to follow and did just what I wanted. Eventually in the future we may want to link with quotes/orders/invoices but at this time we just want to get all of our old information from a previous in house database into the new CRM. The only thing I noticed doing it this way, and I guessed it would do this, was that I can't add purchased date or canceled date. It pulls the product directly from the product page so it doesn't create an individual record of that product specific to that account. So then I can't add custom fields for those dates and create a custom view.

    Thanks for your help!

    Trevor
    Tuesday, September 11, 2012 2:51 PM
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    I don't know if this is the most efficient way of doing this but I believe I found a solution. Instead of have a sub-grid for products I can create a sub-grid of invoices. Each invoice should be account specific and thus I can add whatever fields I want to the Invoice form and then have a custom view that shows the custom fields added from the invoice form. Again thanks for the help and ideas, I'll be using that tool a lot now.


    [Edit] My foreseeable problem now is I want to be able to enter all the products purchased at once into a sub-grid on the invoice page then be able to pull all those products into another sub-grid. Which when I'm looking at creating a view there doesn't seem to be the category for adding that information. I'm considering creating a new entity for this as well instead of using invoices, but if I can't pull information from one subgrid and display it in a custom view of a another subgrid it doesn't help me much.
    Tuesday, September 11, 2012 3:00 PM
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    If you are looking at manipulating the grid an a dynamic basis, you need to use JavaScript.

    http://blogs.technet.com/b/tvishnun1/archive/2012/03/11/filtering-records-in-the-sub-grid-in-microsoft-dynamics-crm-2011.aspx

    http://mscrmblogger.com/2011/02/23/crm2011-parent-child-grids-jscript/

    Jason Lattimer

    Tuesday, September 11, 2012 5:26 PM
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    Hey thanks again for the information! I am not much of a programmer myself but I will hang onto these links in case for future reference. I was able to figure out a solution based on your previous post. I created a new entity "Purchased Products", then created a new 1:N relation ship in Accounts that related back to the "Purchased Products" now I can go to the account click add purchased products and then I can add each product with a purchased date or canceled date (since we only sell services).

    Thanks again,

    Trevor

    Tuesday, September 11, 2012 6:01 PM