Introduction

In Microsoft Dynamics 365, there are scenarios where subgrid data needs to be filtered dynamically based on user selections. This blog explains how to achieve dynamic filtering of subgrid records using JavaScript to improve data visibility and enhance user experience.

Use Case

Consider a scenario where a user is working on an Account form in Dynamics 365. The Contacts subgrid displays related contacts, and another subgrid should dynamically filter and display Opportunities based on the selected contact.

Our goal is to:

✅ Capture the selected contact from the subgrid.

✅ Dynamically filter the Opportunities subgrid based on the selected contact.

✅ Ensure the subgrid refreshes to reflect the applied filter.

Implementation: JavaScript for Subgrid Filtering

1. Storing the Form Context

When the form loads, we store the execution context globally for use across different functions

2. Handling Subgrid Selection

To detect when a user selects a contact in the subgrid, we add an on select event.

3. Applying the Filter to the Opportunities Subgrid

Dynamically construct a FetchXML query to filter the Opportunities subgrid based on the selected contact. Here, we have to use GlobalFormContext to get control of Subgrid.

Registering the JavaScript in Dynamics 365

1. Upload the JavaScript File

1. Navigate to Power Apps → Solutions → Web Resources.
2. Upload the JavaScript file and publish it.
3. Ensure all JavaScript code is in the same web resource file.

2. Register the Events in the Form

1. Form OnLoad Event – Register Onload on the Account form’s OnLoad event.
2. Subgrid OnSelect Event – Register subgridOnSelect on the Contacts subgrid’s OnRecordSelect event.

How This Enhances User Experience

✅ Dynamic filtering – The Opportunities subgrid instantly updates based on the selected contact.

✅ Increased efficiency – Users no longer need to manually search for related opportunities.

✅ Seamless interaction – The subgrid updates in real-time without requiring a full-page refresh.

Conclusion

By leveraging JavaScript and FetchXML in Dynamics 365, we have successfully implemented dynamic subgrid filtering. This approach improves usability and ensures users see only the most relevant records, enhancing overall CRM efficiency.

If you are working with Dynamics 365 and need to optimize data visibility, implementing dynamic subgrid filtering is a powerful way to enhance your forms!