Advanced View - CRM 2011

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  Hi,

  You can use Sub Grids in CRM entity form to show account related accounts or Contacts assosiated view in Accounts form already shows only related contacts so you can use Assosiated View on Account Entity Form in a Subgrid.

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  Jehanzeb Javeed
  
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  • Proposed as answer by Jehanzeb.Javeed Thursday, August 18, 2011 1:03 PM

  Thursday, August 18, 2011 12:49 PM
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  Sure, since you are in CRM 2011 you can go to the form designer for the account form and insert a subgrid. In the subgrisd properties select the "contact" record and select the view you want to include. Note that you will no be able to include the associated view, but you can include any other view, or you can create your own view for the purpose of the subgrid and include any fields you need.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Thursday, August 18, 2011 1:16 PM

  Thursday, August 18, 2011 1:16 PM

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  I don't want to use a sub-grid. I have a LOOKUP field and in that lookup field I want a view that only shows the account related contacts so I can only select them..

  Thursday, August 18, 2011 1:28 PM
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  Hi,

  You need to filter lookup related records (http://www.powerobjects.com/blog/2011/02/17/microsoft-dynamics-crm-2011-%E2%80%93-filtered-lookups/) In this case go to form customization, double click on the lookup field, In lookup field properties Related Records Friltering Options you can choose related relationship fields to filter.

  Or if does not full fill requirement then you may need to add a custom lookup fetch xml view as mentioned in the post: http://crmdm.blogspot.com/2011/05/lookup-filtering-in-crm-2011-using.html

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  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".

  • Marked as answer by m83 Thursday, August 18, 2011 2:30 PM

  Thursday, August 18, 2011 1:42 PM