Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I created a new form under the Order Entity to create new sales orders and now I cannot figure out how users can access the Order Lines Form to add Existing and Write In Products.
In the new form, I added Order Lines to Navigation under Sales using the Relationship Explorer, but I cannot see the Navigation area on the left side of the Form when it is opened in the CRM.
Any assistance is greatly appreciated.
We need to add an Order Line sub-grid to the Order form in order to access the Order Line From.
If you create a new Order form, there should be a sub-grid by default with the label of PRODUCTS.
The following image is my new Order form, which has this sub-grid by default.
To access the Order Line form, click the + Add Product button on the PRODUCTS sub-grid of the Order form.
If your Order form does not have this sub-grid, then you need to add it.
First add a section, and then add a sub-grid inside it.
The properties of the sub-grid are set as shown below. Save and publish.
The Order Line sub-grid is added to the Order form, and you can access it by clicking the + Add Product button.
Thank you Hao, this works very well!
Don't forget to click "Yes" under "Did this answer your question?" to close this thread.
Greetings of the day!In regards to your concern, we have found the few reference links for you, which would help on your end.Kindly find the links below:
References: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/editable-product-grid-forms Reference Link: https://www.youtube.com/watch?v=9WASlu85Lt8
I hope it helps! Let me know in case of any other concern.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
DynamicsCRM Customer Portal for Wordpress
Dynamics CRM Customer Portal
Business Applications communities