Monday, May 9, 2016

Show hierarchically related activities in subgrid

In this article I will demonstrate how to implement a plugin to extend the possibilities for showing activities that are related through account hierarchy in a subgrid on a Microsoft Dynamics CRM form.

In my previous article I showed how to create a simple plugin to show all directly related activities in a subgrid, and not just activities related through the Regarding field.

Objective

The goal is to be able to display all activities (yellow boxes) anywhere below any account (blue box) that is opened in CRM.

Some of you may recognize this model – it is respectfully borrowed from MVP Jukka Niiranen's blog post on this problem: CRM 2011 subgrids ain't what associated views used to be. As this article indicates, this has been a problem ever since we left CRM 4.0 behind.