How to Pass Subgrid values from one entity to another supported way?

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Posted on by Buddhi Thathsala Pe...

Hi Team,

I have a subgrid in Opportunity entity and when we create a Quote from that opportunity I want to pass the subgrid records to the subgrid in Quote entity.

Can any of you experts help me with ways that I can achieve this?

(D365 CRM Online v9.1)

Thank you in advance

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Buddhi Thathsala Pe... 43 on at

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RE: How to Pass Subgrid values from one entity to another supported way?

Thank you Ketan. This exactly works for me. Thank you again
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NODAL 860 on at

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RE: How to Pass Subgrid values from one entity to another supported way?

Hi,

Refer this community.dynamics.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

Regards,

Ketan
Buddhi Thathsala Pe... 43 on at

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RE: How to Pass Subgrid values from one entity to another supported way?

These are two different entities. I am not sure what you meant by adding opportunity Quickview form to Quote entity forms.
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NODAL 860 on at

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RE: How to Pass Subgrid values from one entity to another supported way?

Hi Buddhi,

Just create one Quickview form for opportunity entity containing that subgrid.

Insert that form on Quote form.

Regards,

Ketan