Hello, I was wondering if it's possible to copy and paste an opportunity ? (in my opportunity form, I have different subgrids, which seems unable to edit).
Thank you,
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Hi Anne,
Records in the Sub Grid are associated records. You may be missing some Security Privileges because of which you cannot edit the records.
Please check your Security Roles.
Hope that helps
Thanks
Anne,
What do you mean 'copy and paste' and 'different subgrid'?
For copying record you can use these concepts:
inogic.com/.../clone-records-in-dynamics-crm
social.microsoft.com/.../copy-record-with-associated-sub-grid-in-crm-2011
www.magnetismsolutions.com/.../Cloning_Records_in_Microsoft_Dynamics_CRM_2011.aspx
But you cannot COPY and PASTE like using clipboard easily, can only copy then will create new record
If different subgrid you mean you use custom subgrid, not using inline subgrid that OOB Inline view have, yes, it is right that this subgrid is not editable.
And right now there is no way to modify the subgrid (inline and editable) unless you create new web resource and replace it to your own UI.
Hope this can help you.
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