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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / New Entity behaviour i...
Microsoft Dynamics CRM (Archived)

New Entity behaviour is not as expected

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Posted on by hostis_72 10

I have created a new entity called "Booking" and added it as a sub grid on the Opportunity.

When I then publish and go to add a new booking to the opportunity, a new dialog opens instead of staying in the current IE view and then when I save the record in the Booking entity, the dialog disappears behind the main IE CRM window.

Is there any way to change the behaviour so that the new booking opens but still in the main IE window, not opening a new dialog?

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  • Royal King Profile Picture
    Royal King 27,686 on at

    You need to enable quick create and add Quick create form on the Booking Entity to stay on the same form.

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Hostis,

    Enable a quick create form like what Citra did.

    And don't forget to make the parent field (lookup field to the parent) - in this case I think it is Opportunity field in the Booking entity as Business Required.

    Hope this helps!

    Thanks.

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