Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 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
Products are added when an order is qualified on Account. Products can't be added manually and the subgrid (products) on account wil purely be infromative.
How to set this up?
Could you please more specific on your question?
Once the Order is fulfilled, we cannot add order products.
When the order is qualified, then the products are shown in the products subgrid on the account.
We should not be able to add products to the account via the subgrid. (how to remove the + sign on the subgrid)
do u understand the issue ?
Sorry!! I can't.
Below is my understanding.
On Account Form You have a Product Subgrid, is it right?
--> I don't see the product subgrid in Account form.
Do you mean if using report?
Or you mean you link Product to Account manually?
Link products to account manually.
How do i make a subgrid readonly ?
You can make a Product Subgrid as Readonly by using script.
So no one can add products after it.
// Disable a subgrid on a form
document.getElementById(subgridName + "_span").disabled = "true";
Hi, this code works perfectly thanks.
But isnt there a way to do this without coding.
I made the whole process work with SCRIBE.
But know i need to disable the add products subgrid on the account.
I would like to do this without coding, so whats the possibility ?
security roles ???
Yes, You are actually can use security role to certain users to disable the Add Products subgrid on the account:
To prevent user add the product subgrid you can set the security role, see below:
*to disable user create new or Add new Product, then
turn off the 'Create' privilege on Product entity:
I am explaining why you need this.
Because basically the + button is to open feature to Create New Product as well. So you can disable this by turn off the Create privilege, if it is not enough, you want to disable the add existing one, go to next step:
* to disable user Add Existing Product and Edit,
turn the 'Append' and 'Write' Privilege to None
Because basically, you are preventing user to update 'Account field' in the Product entity so that you need the Write privilege to update this and prevent the user with this security role to update the lookup field to the Account from Product, so you need Append privilege to enable this feature.
And here is the testing result:
After edit the security role:
*From Associated View:
Actually, you also can achieve it just by set the 'Append to' to Account to None, but it will let users to cannot create any subgrid record from Account, so I don't recommend this way, unless you really don't need the Append feature of Account.
Just be remember that, once you do this, you cannot create any subgrid record of Product, because Security Role is applicable globally, including Quote Product and Opportunity Product as well.
So, this is how security role works for subgrid, yes, it is no code at all :)
and if you want to apply only for this subgrid then, the code will be the most suitable for you.
Hope it helps!
Business Applications communities