2
votes

I have an custom entity called 'account checks' that has a many to many relationship with the account entity. I would like to place a subgrid on the main account form which shows related 'account check' records . Out of the box, CRM does not support this. Does anyone know of a quick supported/unsupported way of doing this?

Thanks in advance

2

2 Answers

2
votes

I know this is old, but why do folks keep saying this isn't supported. Maybe I'm doing it wrong, but if you set up an N:N relationship, you can give either of the entities in the relationship a custom label, and switch the dropdown from "Do not display" to "Use Custom Label". You only need to do this for the item you want to see in the subgrid.

Once you do this, you should see the custom label value in your subgrid design properties for "Entity" under the Data Source section.

HTH!

1
votes

Out of the box CRM does support many to many subgrids.