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I have a custom entity A which is a subgrid in Lead, Opportunity, Account.(1:N relationship)
Now, when a lead is qualified, the subgrid from leads should copy to subgrids in Opportunity and Account.
How shall I achieve this? What is the best method of doing it as it can be done in many ways.
Thank you for your query.
The best and easiest approach is to use the Quick View form (of Lead entity):
Basically, when a lead is qualified, a lookup named Originating Lead in all 3 entities (Account, Contact, and Opportunity) is filled, based on this lookup you can show quick view form of Lead which has a sub-grid of custom entity A, eventually the same sub-grid data will show up.
(+) Embedding subgrid in related entity using Quick view form - Microsoft Dynamics 365 Community
Ok, thanks for this approach. Is there any limitation with using quick view form as subgrid and a normal subgrid?
It should work fine, give it a try.
To make it easier for the others, please mark the appropriate answers as verified (click 'Yes' under 'Did this answer your question?').
I tried this approach. I have a doubt. This shows the subgrid only when originating lead has data. But if I want to create an opportunity directly, the subgrid of custom A won't show up
In that case, you need to:
First, I would recommend you to write your requirements and draw an ERD.
You need to think of the following:
Based on my assumptions, let me explaining possible outcomes, these may change based on your requirements.
If you do not need to add these records for Account and Contact independent of Lead/Opp, the solution is as follows:
Thanks for the detailed explanation. My requirement is to have 1:N relationship subgrid of custom entity A in Leads, opportunities, Accounts. On qualification of lead, the subgrid from lead is copied to subgrids in Opportunity and Account.
Now, can I have it done via power automate? On update of lead, relate the records?
You can achieve your requirement with the help of Click2Clone.
Click2Clone is a productivity app which enables users to clone/copy records from any OOB as well as custom entities of Dynamics 365 CRM to another record. With Click2Clone, users can easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM record.
In your scenario, on qualifying lead, a workflow will trigger and it will clone those records.
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