filter by many-to-many relationship on parent RRS feed

  • Question

  • Let's say you have a many-to-many relationship between account and a custom entity as well as one between contact and the custom entity.  How can you filter the view for associating on the contact form to only those associated with the contact's parent account?

    Is it doable through the interface or do you have to build a view SDK style?

    Friday, April 17, 2015 10:55 PM

All replies

  • If I have understood your query correctly you have a custom entity, lets say A which has many to many relationship with both account and contact. And you want to have say a sub-grid of custom entity A on contact form where Custom Entity A is associated with Contact's parent account.

    This can not be handled OOB as per best of my knowledge. You may have to write a code to achieve that.


    Hope it helps!

    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Monday, April 20, 2015 7:32 AM
  • This is very useful information.  Unfortunately, the addcustomfilter() method appears to only exist for lookup controls and I need to get at a subgrid.

    Has anyone seen a solution for a many-to-many relationship rather than one-to-many?

    Monday, April 20, 2015 2:45 PM