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Add Document associated grid to custom entity

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Posted on by Dynamic 365 CE

Hi Team,

Is there a way to add the document associated grid to a custom entity? The document associated grid is available as a related item under entities that I have enabled share point. It is also available on the main Account form as a sub grid but I can't seem to add it to other entities or forms. Is there an option to display this via sub grid in a form section?

Thank you.

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LeoAlt 16,331 Moderator on at

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Hi Partner,

It is possible to add document associated gird in other entitis.

Just make sure two points.

1.Your instance has been integrated with share point.

2.You should select the "Document Management" in the entity editor form.

3.Make sure there is a "Documents" tab in your form navigation.

Hope it helps.

Best Regards,

Leo

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Pradeep_Gowda on at

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Hello Dynamics 365 CE,

After you followed the Process of Leo Zhang and you still not able to see the Subgrid please follow the article mentioned below :

docs.microsoft.com/.../add-documents-tab-entity-main-form

This is how you add the Sub grid in latest versions incase if it is not visible .

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