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Microsoft Dynamics CRM (Archived)

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

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Posted on by 43

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

*This post is locked for comments

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

    Thank you Ketan. This exactly works for me. Thank you again

  • Verified answer
    NODAL Profile Picture
    NODAL 860 on at
    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

  • 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.

  • Suggested answer
    NODAL Profile Picture
    NODAL 860 on at
    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

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