Written By Jessy Shroeder

In Dynamics 365 Quick View Forms and Subgrids, you can display related data that is more than one table away from your current record. By default, Microsoft CRM only shows data one table away. Using a combination of Quick View Forms and subgrids, you can “leapfrog” two relationships and view related records more efficiently. This approach is especially helpful for Customer Service Hub users who want quick visibility into connected Cases or Products.

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Why Combine Quick View Forms and Subgrids?

Imagine you are reviewing a Case in your CRM. You can view directly related data, such as child Cases or associated Products:

• Parent Case → Child Case
• Case → Related Product

But what if you want to see all other Cases reported for that same Product? That involves a second-level relationship:

• Current Case → Related Product → Other Cases

By embedding a subgrid within a Quick View Form, you can display this extended data right on your current Case form, improving efficiency and reducing duplicated effort.

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Step 1: Permissions

To implement this in Dynamics 365 Quick View Forms and Subgrids, you need either the System Administrator or System Customizer security role. Work is done in Power Apps, selecting the environment, then an existing solution or a new solution for this logic.

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Step 2: Create a View for Previous Cases

Start by creating a View on the Case entity for past or active Cases. For example:

• Filter Cases where Status ≠ Cancelled
• Filter Cases where Case Type = Problem

Save and publish the view. This view will serve as the source for your subgrid.

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Step 3: Build the Quick View Form

Navigate to the Product table in your solution and create a Quick View Form. Quick View Forms are lightweight forms designed to show fields or subgrids without creating a full main form.

• Add a subgrid that references your new Case view
• Customize the subgrid:
  • Hide section labels if needed
  • Rename the subgrid label
  • Adjust the number of rows displayed before paging (default is 4)

Save and publish the Quick View Form.

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Step 4: Embed the Quick View Form in the Case Form

1. Open your main Case form in the Case table.
2. Insert a Quick View Form component where desired.
3. Select the Product lookup field to reference.
4. Choose your newly created Quick View Form.
5. Apply styling changes like hiding the border for a seamless look.

Save and publish the main form and the solution.

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Step 5: Verify the Final Product

Now, when viewing a Case:

• The Quick View Form displays the related Product
• The subgrid shows all other Cases linked to that Product
• Staff can immediately see previous or active Cases for the same product, their status, and collaborate to resolve recurring issues efficiently

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Things to Consider

• Update subgrid settings: label, maximum rows, and view/search permissions
• Quick View Forms only work with lookup fields on the main record
• If a Quick View Form does not appear, ensure the lookup field has a value and contains related data
• Hard refresh the browser after publishing changes if needed

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Conclusion

Dynamics 365 Quick View Forms and Subgrids unlock the ability to see multi-level relationships efficiently. By combining these tools, staff can save time, reduce duplicated effort, and make data-driven decisions faster, improving overall CRM usability.