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Microsoft Dynamics CRM (Archived)

Add products Lines in new entity

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Posted on by 565

Hi,

Actually, i'm trying to add a Subgrids for products line such as opportunity.

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I have already established the relation 1:N between the new entity and product's entity, but i can't get the same result

Can you explain to me all the steps to get the same Subgrids in my new entity

Thanks

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Add products Lines in new entity

    Products and line-items are not the same entity.  Note how there is an entity called "Opportunity Products" and "Quote Products".  These entities serve as the bridge between the Product, and the entity they're attached to.  That's where you add all the stuff like "Quantity" and "Discount Amount".  The Product record itself is just a static item, you need that connecting entity to handle the transaction against it.

    Fair warning, you're not going to get any of the nice cross-sell upsell functionality on a custom entity, so if that impacts your intent, you might want to look at just using the out of the box opps/quotes/orders/invoices.

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