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Show 'grandchildren' dynamically in sub-grid

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  • 1.  Show 'grandchildren' dynamically in sub-grid

    TOP CONTRIBUTOR
    Posted Dec 13, 2019 03:47 AM
    Hi,

    I have a custom entity, where I would like to show a sub-grid of all opportunities equal to or under the Account related to the custom entity - using the out-of-the-box Account Hierarchy:

    Custom entity where there's a lookup to Account:
    Lookup to Account
    Account Hierarchy:
    Account Hierarchy

    I'm currently using Flow to dynamically/contextually count the number of opportunities, won sum, open sum, etc. based on the Account hierarchy which has become much easier using the FetchXML query of the List records (current environment) action in Flow:

    So the next step is to show the actual list of all opportunities in the Account hierarchy in a sub-grid on the form of the custom entity.  Is that possible to achieve without using code - e.g. something similar to what you can do using Flow - contextually updating the FetchXML?

    I would prefer to use the model-driven sub-grid, but alternatively, could this perhaps be achieved using an embedded canvas app?

    #Functional
      


    ------------------------------
    BR,
    Niels
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Show 'grandchildren' dynamically in sub-grid

    TOP CONTRIBUTOR
    Posted Mar 26, 2020 07:06 AM
    I'll just give this a small bump - to see if anyone has achieved this - with our without code.

    ------------------------------
    BR,
    Niels
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Show 'grandchildren' dynamically in sub-grid
    Best Answer

    MICROSOFT MVP
    Posted Mar 26, 2020 11:18 AM
    Niels - It seems like there are some subgrids that have this ability in the Wave 1 2020 update. But, it's not consistent across entities and I don't see a setting or option to enable this for entities of your choosing.

    As an example, the "Activities" subgrid when selected from the "Related" menu in the Unified Interface has a toggle called "Include Related". This will display activities for the child accounts at the parent level.

    In the screen shot below, the activities listed have a Case in the "Regarding" field, but the "From" field or "To" field have a child account listed.




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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Show 'grandchildren' dynamically in sub-grid

    TOP CONTRIBUTOR
    Posted Mar 26, 2020 02:38 PM
    @Aaron Back that's interesting. I'll definitely check that out in the preview.

    Is it mentioned anywhere in the release plan for Dynamics 365 or Power Apps?

    ------------------------------
    BR,
    Niels
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Show 'grandchildren' dynamically in sub-grid

    TOP CONTRIBUTOR
    Posted May 28, 2020 04:23 AM
    @Aaron Back

    It is working ​for opportunities as well 🙂

    I've added some screenshots in this thread, which brought my attention back to 🧐

    ------------------------------
    BR,
    Niels
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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