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Microsoft Dynamics 365 | Integration, Dataverse...
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Is there some way how to configure the sub-grid or how to add list of products to the Order form?

Posted on by 42

Hi Guys!

I've next issue: I have an order (contract) form and I've added a Product sub-grid (in my case it's Vehicle) to it. And everything looks great, I've the possibility to add a few Vehicle to the Order and this Order is linked to Vehicle (I'm using 1: N relationship), but when I'm removing Vehicle from Sub-Grid, in the Order form, the Vehicle is deleted from the system, not from the list.

Is there some way how to configure the sub-grid or probably there is some other possibility to add a list of the vehicle and don't lose the connection between entities?

  • RE: Is there some way how to configure the sub-grid or how to add list of products to the Order form?

    Thanks for the idea. I'm not very excited that an additional entity needs to be created, but looks like there are no other options

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Is there some way how to configure the sub-grid or how to add list of products to the Order form?

    Hi partner,

    If my answer is helpful, please click Yes under "Did this answer your question?".

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Is there some way how to configure the sub-grid or how to add list of products to the Order form?

    Hi partner,

    I would recommend you create an entity called "Order Product", and create two lookup fields for it, one is related to Product entity, the other is related to Order entity, so that it can be an intersecting entity between Order and Product.

    Step 1. Create an new entity called "Order Product".

    0842.pastedimage1613547211770v1.png

    Step 2. Create two lookup fields for Order Product.

    8304.pastedimage1613547255631v2.png

    6567.pastedimage1613547297846v3.png

    Step 3. Create some other fields, like Quantity, Unit, Price Per Unit, Extanded Amount, some of which can be calculated fields.

    Add these fields on the form and view of Order Product.

    Step 4. Insert a sub-grid of Order Product on the Order form.

    This way, we can see the product and its price and amount in the sub-grid of Order form.

    ---------------------------------------

    In fact, Dynamics 365 Sales has built-in Order and Order Product. If you have Dynamics 365 Sales in your environment, you can use them directly.

    4375.pastedimage1613547546064v4.png

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