News and Announcements icon

Dynamics 365 CommunityForums 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?

(0) Share

Report

Report

Posted on by Joseph Nasr

166

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??

All responses Img

All responses (2)

Answers Img

Answers (0)

Joseph Nasr 166 on at

Like (0)

Report

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?
Suggested answer

a33ik 84,323 Most Valuable Professional on at

Like (1)

Report

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/.../

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans