How to add same items into subgrid of multiple entities

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Hi folks,

I want to add the same items into many entities' subgrids and out of the box function of CRM does not really support this I believe.

Illustrating example:

I want to add some Competitors records in the Competitor subgrid of Lead entity:

But I want to add the same Competitors for many other lead entities

Is there any idea to achieve this? Any ideas will be much appreciated!

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Sreevalli 3,264 on at

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Hi,

Create N:N relationship between Lead and Competitor and modify the competitor subgrid reference to N:N relationship. so that you can use the same competitor on more than one lead

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Hi Sreevalli,

Thank you for sharing your idea. I think we are not really on the same page here.

Current situation is that I can add Competitors to the Lead sub grid, I have to open each and every Lead record that I want to add the Competitor and perform the same adding again and again. The goal is to do this in one go.

I am wondering if we could somehow customize, maybe create a button on Ribbon bar under Lead view, select all the lead that we want to add Competitors, then click that button, then select the Competitor to add into the subgrids of the selected Lead records.

Do you think we could do that?

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Sreevalli 3,264 on at

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Hi,

Yes, we can do this with a ribbonbutton and Javascript.

Add a button on lead homegrid and subgrid(advance-find). on button click it will open a popup to choose all compitatiors (same as Add to MarketingList button on lead homegrid), upon page submission we can add our logic to associate lead and competitors.

sample code from worklogs,

function AddToCompetitor() { debugger; var lookupOptions = {}; lookupOptions.allowMultiSelect = true; lookupOptions.defaultEntityType = "competitor"; lookupOptions.entityTypes = ["competitor"]; Xrm.Utility.lookupObjects(lookupOptions).then( function AddCompetitorCallback(selectedCompitetors) { debugger; var recordIds = // fetch the selected lead ids here for (var l = 0; l < recordId(s); l++) //loop for selected leads { for (var c = 0; c < selectedCompitetors.length; c++) { //loop for selected compitetors // add your logic } } } }

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Hi Sreevalli,

Thank you so much for your suggestion. I tried the same code and it looks like this not really working though

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Sreevalli 3,264 on at

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What is the error, It should work same as "Add to Marketinglist" button on lead page

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Abhishek Gupta 2,003 on at

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Hi,

Since you are aware of a list of competitors. Create a console application, write a code activity which read lead records from excel and store it into a data table. Iterate the data table and associate lead with the known competitors. You can extract list of lead records from crm through advance find. Hope it helps.

Thanks.

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Dynamics365 Rocker 7,755 on at

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You can create Many to many relationship between lead and competitor. This will resolve your issue.

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RaviKashyap 55,410 Moderator on at

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Hi Du Tran,

Competitor subgrid on the lead entity is an out of box N:N relationship between Lead & Competitor and is not available to insert the data directly. As you have noticed, you can only associated records from lead to competitor subgrid. The only option is to built / customize is to have a ribbon button which calls the JavaScript to open the list of competitor to select from and then associate it with the selected leads (Sample code shared by Sreevalli above) but this requires more effort to register it on ribbon button, get the selected leads and then get the selected contact and then associate the record will be another challenge. If you are not a developer then this may be difficult.

I am not sure how many of the records you have already added but if can, I would suggest to create a new entity with 2 fields(lead & competitor). Add the subgrid on lead for this entity. Now as this is an entity, you can use out of box import excel option to import data.

Hope this helps.

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Community Member on at

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Hi guys, thank you for your suggesting, I think the relationship is already added

Hi Sreevalli,

I will share the error, could you please help?

I create this button in Ribbon bar to add:

I follow this:

https://community.dynamics.com/crm/f/117/t/273328 to get the user list and display in the new window after button is clicked

When click OK, the error happens

"_error":{"Code":null,"Description":"A potentially dangerous Request.Path value was detected from the client (&).","DisplayText":"","ErrorCode":0,"RedirectToEdit":false,"SerializedEntity":null,"SerializedException":"Unhandled exception: \u000aException type: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]\u000aMessage: System.Web.HttpException (0x80004005): A potentially dangerous Request.Path value was detected from the client (&).\u000d\u000a at System.Web.HttpRequest.ValidateInputIfRequiredByConfig()\u000d\u000a at System.Web.HttpApplication.PipelineStepManager.ValidateHelper(HttpContext context): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #2640A5B1Detail: \u000d\u000a<OrganizationServiceFault xmlns:i=\"http:\/\/www.w3.org\/2001\/XMLSchema-instance\" xmlns=\"http:\/\/schemas.microsoft.com\/xrm\/2011\/Contracts\">\u000d\u000a <ActivityId>16a891ee-83de-4920-a007-169e4a33f165<\/ActivityId>\u000d\u000a <ErrorCode>-2147220970<\/ErrorCode>\u000d\u000a <ErrorDetails xmlns:d2p1=\"http:\/\/schemas.datacontract.org\/2004\/07\/System.Collections.Generic\" \/>\u000d\u000a <Message>System.Web.HttpException (0x80004005): A potentially dangerous Request.Path value was detected from the client (&).\u000d\u000a at System.Web.HttpRequest.ValidateInputIfRequiredByConfig()\u000d\u000a at System.Web.HttpApplication.PipelineStepManager.ValidateHelper(HttpContext context): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #2640A5B1<\/Message>\u000d\u000a <Timestamp>2019-04-30T05:56:11.6277776Z<\/Timestamp>\u000d\u000a <ExceptionRetriable>false<\/ExceptionRetriable>\u000d\u000a <ExceptionSource i:nil=\"true\" \/>\u000d\u000a <InnerFault i:nil=\"true\" \/>\u000d\u000a <OriginalException i:nil=\"true\" \/>\u000d\u000a <TraceText i:nil=\"true\" \/>\u000d\u000a<\/OrganizationServiceFault>","Title":""}}

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Sreevalli 3,264 on at

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So you are trying to add users to account, now its confusing - we started at Lead and Competitor.

Any ways what is the relationship between user and account, I mean how you want to add a user to account? Is it owner?

The lookup window looking weird to me, which version of CRM it is? below is lookupoptions code for user entity

function AddToCompetitor() {

debugger;

var lookupOptions = {};

lookupOptions.allowMultiSelect = true;

lookupOptions.defaultEntityType = "systemuser";

lookupOptions.entityTypes = ["systemuser"];

Xrm.Utility.lookupObjects(lookupOptions).then(

function AddCompetitorCallback(selectedCompitetors) {

debugger;

var recordIds = // fetch the selected lead ids here

for (var l = 0; l < recordId(s); l++) //loop for selected leads

{

for (var c = 0; c < selectedCompitetors.length; c++) { //loop for selected uers

// add your logic

}

}

}

}

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