Microsoft Dynamics CRM (Archived)

Add response sub-grid to opportunity form

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Posted on by Community Member Microsoft Employee

Hi CRM experts,

We require to add a new sub-grid to opportunity form with following fields.

- Designation (lookup field)

- Response field (Text field)

So far I've managed to customize opportunities form to below level (New sub-grid is on the center column).

77817.Capture.PNG

I've used a view created in opportunity entity as source

5773.Capture2.PNG

But it doesn't allow to add multiple responses against an opportunity. How should we customize to achieve below requirement.

Ideal scenario would be as following.

1) An user create a new opportunity

2) Select respondents from a look-up list and enter their response in a text box

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Community Member Microsoft Employee on at

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RE: Add response sub-grid to opportunity form

Thanks for feedback. I've managed to customize up to a certain level but it's not completely solved yet.

- So I created a new entity along with required fields. Then created relationship between two entities.

(Yes, this time trying to figure out the same scenario as lead and lead responses)

- Then, I've added a sub-grid to main form of lead and assigned Active lead responses view

Note - It doesn't allow display new entity under 'Only related records'. Therefore had to select 'All record types' and pick the view

- After publishing all customization and when I attempt to add a lead response, it doesn't display any controller (text box/drop-down list) to enter data.

If someone can guide me to figure out this confusion, that'd be really appreciated.
Wayne Walton 13,728 on at

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RE: Add response sub-grid to opportunity form

Ah, now I understand. Yes, Piotr is correct. You need to create a new custom entity for responses, your recursive use of Opportunities for both Opps and Opp Responses will cause you issues and confusion.
Piotr Kerner 285 on at

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RE: Add response sub-grid to opportunity form

Shouldn't you make a custome entity to store the responses? From your screens it seems that an opportunity is a response to an opportunity.
Community Member Microsoft Employee on at

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RE: Add response sub-grid to opportunity form

In that sub-grid, first column is topics (from opportunity entity). So it doesn't allow to enter multiple (1 : N) responses. What we need is based on the opportunity they've opened, it should allow to enter multiple line records.

And also, responder column should display pre-defined set of values
Wayne Walton 13,728 on at

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RE: Add response sub-grid to opportunity form

I don't understand, your first screenshot exactly shows multiple responses on an Opportunity.