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Is there a way to create multiple related records without navigating to a new page each time?

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Posted on by Joseph Nasr

146

Hello,

In my D365 Sales CRM I have 2 Tables/Entities: 'Backlog' and 'Cashflow'. A Backlog record can have multiple Cashflows (1:N relationship).

I have a sub-grid in the Backlog's form through which I am viewing and creating the related Cashflow records. (See image below)

Getting redirected to a new page every time I click on '+ New Cashflow' in the sub-grid isn't user-friendly in case there are 10 cashflow records for this Backlog .

Is there a way to use the sub-grid to create multiple cashflow records without being redirected for each record??

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Joseph Nasr 146 on at

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RE: Is there a way to create multiple related records without navigating to a new page each time?

Thank you! This is great. However the '+ Child Entity' button on the top right now is only visible by clicking on the 3 dots. Is there a way to put it back on the top right of the sub-grid?
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a33ik 84,321 Most Valuable Professional on at

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RE: Is there a way to create multiple related records without navigating to a new page each time?

Hello,

You can enable "Quick Create" functionality for your child entity - carldesouza.com/.../

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