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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Is there a way to crea...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

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 183

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)

Screenshot-2023_2D00_03_2D00_03-143910.png

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??

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

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

  • Joseph Nasr Profile Picture
    Joseph Nasr 183 on at

    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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