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Microsoft Dynamics CRM (Archived)

Customize "company" with other entities

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Posted on by 30

Hey guys,

I have a question regarding the adaptability of the entity company. Is it possible for another entity (self-created) to display directly when opening the entity company. In the moment there are standard entities to open directly and i want to change them. 

Can anyone help me?

Thanks a lot!

TJMHW

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  • Suggested answer
    jlattimer Profile Picture
    24,564 on at

    If you open the form editor from the overflow (...) menu on the Insert tab you should have the option to add additional Sub-Grids of records. They can be general lists of records or be directly related to the current record. Once you've finished updating the form,be sure to Save and Publish

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