CRM – Page 65 – Nishant Rana's Weblog

{KnowHow} How to show all related contacts in entire customer hierarchy in Dynamics CRM 2015 onwards

Using Under Operation

Recently my friend called up for a requirement where they needed to show all contacts in customer hierarchy. Let me explain the scenario here before moving further

Suppose Account A is parent customer for Account B and Account B is the parent customer for Account C.

So the requirement is when Account A form is loaded, a sub-grid should on the form should show all the contacts of Account A + Account B + Account C. If Account B is loaded then the sub-grid should show all the contacts of Account B + Account C.

Let us approach the solution here. Ideally it is a two step solution.

Now for the first part, CRM 2015 introduces the new ‘ operator which eases out our task like anything. After some discussion, my friend came up with a perfect fetchxml to achieve this. For e.g the following is the fetchxml to show…

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The records were not updated because the following Microsoft Dynamics CRM fields were not found during Import in CRM 2015.

Hi,
Was getting the below error while trying to import few records

The reason being there were two field in the entity having same Display Name. Renaming one of the fields fixed the issue and import ran successfully.

Hope it helps ..

Add Find Columns to Lookup View in CRM.

Hi,

Recently we had a requirement to search based on a particular attribute within the lookup view. The initial thought was to add a Find Columns to the lookup view. But then realized we do not have option of adding Find Columns to the lookup view.

The next thought was if I add that particular field to the list of Find Columns in Quick Find view will it work in Lookup View also? And it worked, basically adding any fields in the Find Column will make it Searchable.

The search works properly in the Lookup View as well as Lookup Inline View.