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ClickDimensions

Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts

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One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or account.

For example, your salespeople may find it helpful to see a contact’s sent emails directly on the contact record, instead of navigating to a separate page or running an advanced find. You can easily set this up by adding a sent email sub-grid to your contact form.

To add a sub-grid to your contact form, open the CRM form editor directly from the contact record’s ribbon menu or by opening the general customizations menu, navigating to the contact entity’s forms, and selecting your contact’s main form.

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Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.

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This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.

In the screenshot below I selected to populate the sub-grid with the contact’s related sent email records, but you can choose any of the contact’s related entities. In the data source section you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose which views will be available for that sub-grid as well as whether or a not a search bar will be included.

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When you are satisfied with your settings, click the Set button to insert this sub-grid onto your contact form. Now, all you need to do is click the Save and Publish buttons in the form editor to finish adding this sub-grid to your contact form. Once this has been completed, you should see the sub-grid on all of your contact records.

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Written by Weston Packard, ClickDimensions Marketing Success Manager

One Response to “Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts”

  1. Ben Edgren says:

    How about a subgrid of sub-related records? Such as: you are looking at the Account form and want to see all open Tasks for all Contacts related to that Account. I have yet to see a good solution for that.

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