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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Subgrid

Customer experience | Sales, Customer Insights,...

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Posted on by Mahta

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I want the subgrid form to allow entering a record directly in the grid without opening the record form.

please help me.

tnx

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Microsoft Dynamics CRM

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Tom_Gioielli 2,340 Super User 2025 Season 2 on at

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Subgrid

This is not available through any configuration options out of the box. The best you can do is a Quick Create form that opens in the side panel.

Use quick create forms in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

You may want to look into a custom PCF control or other custom functionality on the subgrid to accomplish this functionality.

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Mahta 4 on at

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Subgrid

Thank you

Do you know of any solution or plugin that can do this?

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