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CRM 2013 - Showing Non-Associated Entity View in Main Form

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Hi,

I have requirement where on Opportunity form, I have to show all the Priority 1 Cases (incidents) which are associated with Opportunity.Account. As there is no direct relationship between Opportunity and Case I cannot pull Cases on Opportunity form as Sub-Grid.

Could you please suggest how to do this in CRM 2013?

Thanks

Mak

MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview | CRM2011 Lookup Attribute Mapping | CRM2011 TreeView Control (Beta) | CRM2011 N:N Entity View (Beta) | CRM 2011 Global Quick Search (Beta)

Friday, March 7, 2014 7:31 PM

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Mak,

Had used this process to meet similar requirement in CRM 2011. Haven't tried this in CRM 2013 but guess the same should work. You could try it.

If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'
- Proposed as answer by Mr. Santosh Bhagat Saturday, March 8, 2014 9:10 AM
Friday, March 7, 2014 10:00 PM
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Here're the links to update the fetch XML for the subgrid in CRM 2011 but I guess it'll work in CRM 2013 as well.

Filter Sub Grid using JavaScript in CRM 2011

Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

Changing the SubGrid FetchXml in MS CRM 2011
- Edited by Linn Zaw Win Monday, March 10, 2014 6:46 AM update links
Monday, March 10, 2014 6:45 AM