How to Expand Related Records in Dynamics 365 | BI4ALL

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BI4ALL

BI4ALL

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In this short video, we'll show you how to enable and configure a list of records that can expand to display related records from another table in Dynamics 365. 📂🔗
In our help desk service scenario, we want to see open support cases listed below the account record for easier access. Follow along as we navigate through Maker Studio, switch to Classic mode, and configure the Power Apps grid control to display related records.
We'll guide you step-by-step:
1- Navigate to your solution and select the account table.
2- Add and configure the Power Apps grid control.
3- Choose the related records table and view.
4- Bind the lookup to the parent table.
5- Enable the feature for different form factors (web, phone, and tablet).
After saving and publishing, see how easily you can expand records to view related support cases directly within the account record.
This feature simplifies your workflow and enhances data visibility.
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More about the Speaker:
Jorge Daniel - Power Platform Solution Architect Expert
LinkedIn - / jorgedaniel-pwp
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