Connection Subgrids (Opportunity)

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Posted on by JDMCRM

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Hi,

There's a number of Subgrids on the Opportunity Form that are effectively Connection Subgrids e.g. Stakeholder, Competitors etc.

The questions is, if you are to create your own Custom Connection Subgrid within an Entity, are you able to configure it OOB so you can create Records for another Entity? For example, the Stakeholder Subgrid has the + that allows you create a Contact Record. How does it know to create a Contact Record?

If you create a Connection Subgrid of Opportunities from within the Contact Entity the + isn't available, which to me makes sense as how would it know what Entity to create a Record for. Are the Connection Subgrids on the Opportunity uniquely developed to serve a specific purpose?

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Robert Wittig 1,885 on at

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RE: Connection Subgrids (Opportunity)

JDM,

If you go into Business Management>Connection Roles, you can define what specific entities to be linked together for specific connection roles.

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ScottDurow 21 on at

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RE: Connection Subgrids (Opportunity)

Hi,

Unfortunately the OOTB Connections sub grid on those entities is a 'special' subgrid that you cannot re-use on other entities.

I've written a free extension that provides a similar experience that you can use on custom entities - community.dynamics.com/.../refreshed-connections-ui-solution

This also explains the limitation you are seeing.

Hope this answers your question!

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JDMCRM 1,799 on at

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RE: Connection Subgrids (Opportunity)

Thanks Scott, thought as much.

I'll take a look at the extension, many thanks!

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JDMCRM 1,799 on at

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RE: Connection Subgrids (Opportunity)

Just read the blog post. Awesome Scott, exactly what I was after!

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Florent_FIR 11 on at

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RE: Connection Subgrids (Opportunity)

Hi,

Thank you for your input.

Does this still working in D365 V.9 ?

Br,

Florent

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Community Member on at

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RE: Connection Subgrids (Opportunity)

I can confirm that it does work with D365 v9.0

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Schjoermann 20 on at

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RE: Connection Subgrids (Opportunity)

Hi All,

Thank you for sharing this tool, it is working perfect with V. 9.X, I have tried to implement it in Unified Interface, but it seems that it is not working.

The grid gets added, but the "+" and "delete" buttons don't do any actions, anyone who has implemented for Unified Interface with success?

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J. O. on at

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RE: Connection Subgrids (Opportunity)

Great tool Scott! However, when I added this to the Opportunity form, when I click '+' button and any other button on the web resource, nothing happens. I am on D365 online latest version 9.x. Has anybody else experienced this?

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Deborah A Burgesser 30 on at

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RE: Connection Subgrids (Opportunity)

I am experiencing the same issue with the Unified Interface v.9. Adds Box with Plus sign, but not connections grid.

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