One of the great things about Microsoft CRM is that it allows you to customize your entity forms so each record displays the information most pertinent to your business. As you use ClickDimensions, you will generate several records that associate with the Leads, Contacts, and Accounts in your system. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual Lead, Contact, or Account.
For example, every time you send an email to a Contact, a Sent Email record will be generated and associated with that Contact record. Your salespeople may find it helpful to see a Contact’s Sent Emails directly on the Contact record, instead of navigating to a separate page or running an Advanced Find. You can easily set this up by adding a Sent Email sub-grid to your Contact form
- Learn how to access the CRM Contact Form Editor
- Learn how to add a related record sub-grid to a Contact
Open the CRM Form Editor
To add a sub-grid to your Contact form, open the CRM form editor directly from the Contact record’s ribbon menu or by opening the general customizations menu, navigating to the Contact entity’s forms, and selecting your Contact’s main form.
NOTE: If you do not see the Form button, your CRM security privileges may not allow you to modify the Contact Form. In this case, you will need to reach out to your CRM Administrator for assistance.
Add a Sub-Grid to the Contact Form
Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.
This will open the sub-grid properties window. The most important part of this window is the Data Source section, in which you select the records that are to be included in the sub-grid.
In the Entity field, specify the related-record type that should be included in the sub-grid (Sent Emails in this example). In the data source section you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose which views will be available for that sub-grid as well as whether or a not a search bar will be included.
When you are satisfied with your settings, click the OK button to insert this sub-grid onto your contact form. Click the Save and Publish buttons in the form editor to finish adding this sub-grid to your contact form. Once this has been done, you should see the sub-grid on all of your contact records.
NOTE: You may need to refresh your browser tab after publishing changes before the sub-grid displays for you.