Understanding the Differences Between Subgrid and Quick View in Dynamics 365

Introduction

Dynamics 365 provides multiple ways to display related records on an entity form, notably through the use of Subgrid and Quick View forms. While they both offer a way to visualize related data, they come with different features and limitations. Below is a comparison table and a revised scenario to better illustrate their differences.

Feature Comparison

Feature	Subgrid	Quick View
Display Type	Multiple records	Single record
Editability	Editable (configurable)	Read-only
Filters and Views	Customizable filters and views	Fixed set of fields
Actions	Bulk actions like delete, deactivate	Limited actions
Custom Event Handling	Supports custom JavaScript	Limited customization options
Navigation	Direct navigation to related records	Generally no direct navigation

Scenario: Displaying Related Entities on a Parent Entity's Form

Context

Suppose you have three entities: Entity A, Entity B, and Entity C. Both Entity A and Entity B are child entities of Entity C. You want to display records from Entity B on Entity A's form.

Using Quick View to Achieve This:

1. Create a Quick View Form for Entity C: Include a subgrid for Entity B in this Quick View form.
2. Add Quick View to Entity A's Form: Add the Quick View form control and set it to display the Quick View form you created for Entity C.

By following these steps, you can display records of Entity B on Entity A's form via Entity C's Quick View form, which contains a subgrid for Entity B.

Conclusion

Subgrids offer more versatility and customization options, but they can be complex to set up. Quick View forms are simpler but come with limitations. The choice between the two will depend on your project requirements and the complexity of the data relationships you need to manage.