Using Quick View form in CRM 2013 to show filtered set of related records.

Recently we had a requirement in our project where on the opportunity form, when the sales manager selects the account, the system should show the list of activities related to the account. The requirement looked very interesting and the first thing that came to our mind is to utilize the Quick View form to achieve the same. The following are the list of steps of what we did.

1. Created a quick view form for the account entity with Account Name and activities sub-grid for the account entity. Check for the screenshot below.

image

2. Inserted the Quick view form of the account in the form of the opportunity entity.

3. The result is when the Sales Manager selects an account while creating the  opportunity, he is able to see the list of the related activities for the account. Check for the screenshot below.

image

 

The user was able to even add new email messages through the sub-grid. Using this Quick View feature, we could resolve this requirement with very little configuration.

 

Hope this helps!

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About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

4 Responses to Using Quick View form in CRM 2013 to show filtered set of related records.

  1. Pingback: Add New (+) button not visible in sub-grid in Quick form View in Dynamics CRM 2016. Bug or expected behavior? | Debajit's Dynamic CRM Blog

  2. Hi, we have implemented this in CRM 2013, but recently after migrating to 2016, + sign to add new activities is missing. Any suggestions?

  3. Vikas Jain says:

    We also tried this in 2016 and do not see + sign – neither for core, nor for custom entities

    • Debajit says:

      Hi Vikas,
      Are u using CRM 2016 or Dynamics 365. If CRM 2016, there is a bug that the + button for subgrids is not visible. For this go to your System Settings and in the general section change the Form Rendering mode to legacy.

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