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Dynamics 365 Community / Blogs / Dynamics CRM Tip of the Day / Tip #186: Bring back the “A...

Tip #186: Bring back the “Add Exisiting” contact button

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In CRM 2013 SP1, the Associate View subgrid of contacts no longer displays the “Add Existing” button. This is fine if you don’t use it, but what if you wish to link existing contacts to an account?

To make it show up, create a solution that just includes the Contact entity

Open the solution in the Ribbon Workbench.

On the contact subgrid, you will see two buttons that say “Add existing.” Right click on each of them and select “Customize Command.”

addexisting1

Right click on the command for MSCRM.AddExistingRecordFromSubGridAssociated and select “Edit Display Rules.”

addexisting2

On the left pane of the display rules selector, select the rule called “MSCRM.ShowforOneToManyForAllAndNonRelationship…” and click “Add”

 

 

addexisting3

Publish your changes, and you should now see the “Add Existing” button on the contacts subgrid from an account.


This was originally posted here.

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