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Relating and displaying records via iFrames in Dynamics CRM 4.0?

Posted on 2008-10-27
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Last Modified: 2012-05-05
I am trying to relate two custom entities within CRM: Projects and Task Orders. I have established a relationship between the entities, however, I would like to create a tab within the Projects records that displays related Task Orders.

What steps would I need to take using iFrames and/or other resources within CRM to display task orders related to a particular project entity on the project record?
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Question by:rdracer58
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WilyGuy earned 500 total points
ID: 22817783
If you published your changes on the relationship (both entities) you should already have a link in the left nav of ONE of the entities to the other (depending on how you set it up).

Is there a link for Projects in the Task Order form, or vice versa?
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by:rdracer58
ID: 22821403
Currently I have a N:1 relationship between Task Orders and Project records and a tab on the main Project form that displays task orders; however, I did realize that there is a link on the project entity to task orders in the left-hand navigation, which appears to solve the problem I was trying to solve via the tab on the form!
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