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.
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.
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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Hi, we have implemented this in CRM 2013, but recently after migrating to 2016, + sign to add new activities is missing. Any suggestions?
We also tried this in 2016 and do not see + sign – neither for core, nor for custom entities
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.