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
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.
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 screenshot below I have selected to populate the sub-grid with the contact’s related sent email records, but you can choose any of the contact’s related entities. 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 “set” button to insert this sub-grid onto your contact form. Now, all you need to do is 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.
Written by Weston Packard, Marketing Success Manager