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Microsoft Dynamics 365 | Integration, Dataverse...
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How can we popup Account records to select selected accounts of a customer and save it in a sub grid.

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Hi All,

We are using MS CRM 2013.Now the customer all accounts are showing in a subgrid after clicking a custom button but we want to show all accounts of a customer in a popup and allowed to select selected accounts to the customer and save those selected accounts in a subgrid.

Any Help Many Thanks,

Shaik Ahammad Ali.

  • MS CRM Profile Picture
    MS CRM on at
    RE: How can we popup Account records to select selected accounts of a customer and save it in a sub grid.

    Hi,

    Is "Accounts" a custom entity? = YES

    I see from your question multiple accounts are mapped with "Customer" = YES

    Is it a 1:N relationship? = YES

    Where is the sub-grid placed? Is it in "Customer" entity? Or some other entity? = In Some other entity.

    Thanks,

    Shaik Ahammad Ali.

  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,948 on at
    RE: How can we popup Account records to select selected accounts of a customer and save it in a sub grid.

    Hi,

    Is "Accounts" a custom entity?

    I see from your question multiple accounts are mapped with "Customer".

    Is it a 1:N relationship?

    Where is the sub-grid placed? Is it in "Customer" entity? Or some other entity?

    Can you please provide more details?

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