Account Hierarchies in CRM 4.0 also useful for CRM 2011

We created a hierarchical representation of accounts in CRM that can be added as either a tool bar button or as an IFrame within account.  The page can also display an icon next to the account name or it can just display the account name by iteself.  The entries link to the actual account records.  Without IconWith Icon   QueryWhen pulling hierarchy data, one concern is performance.  Each level in the hierarchy would require a call to the CRM webservice.  Instead we went with a RecursionCTE query that used the filtered views.with RecursionCTE (parentaccountid, accountid, [name]) as  ( select R2.parentaccountid, R2.accountid, R2.name from filteredaccount as R2 where r2.accountid = @accountid UNION...

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activities, crm2011, customization, reports, subgrid, views

Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history items (nowadays called closed activities) quickly visible to any user opening the form is often justified, as one key functions of a CRM system is to share information about what interaction has taken place with the customer. Referencing the URL of the related view on the iFrame was not exactly supported, but it was a relatively safe customization to apply nonetheless. Due to popular demand, Microsoft introduced an official method for achieving this UI customization in CRM 2011 through the use of the...

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Posted in: Customization