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Microsoft Dynamics CRM (Archived)

Associate multiple contacts to case in CRM Portals?

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Hi Experts,

I want to associate multiple contacts to case in CRM Portals. Please suggest

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  • Verified answer
    Arpit Shrivastava Profile Picture
    7,518 User Group Leader on at
    RE: Associate multiple contacts to case in CRM Portals?

    Hi Rohini,

    Add Contact Subgrid in Case Form (Must have N: N relationship between Case and Contact).

    Go to Portal > Open your Entity Form > Create one Entity Form Metadata > Select Subgrid in Type > Select your Contac Subgrid > Select Associate in Grid Configuration.

    4061.Capture.PNG

    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

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