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Microsoft Dynamics CRM (Archived)

Subgrid of Product Details on Account

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Posted on by 67

Hello All,

we have form for Product details which has information on monthly revenues of product and percentages and below are relationships. According to my present requirement need to add the Product details editable subgrid on Account Form(entity), i have created an Account :Product Details(1:N) and added the editable subgrid on Accounts but it is not displaying any records(Created a view on Product details with Opportunity name and monthly revenues). please suggest any input on this 

  • Account:Opportunity(1:N)
  • Opportunity: Product Details(1:N)

Thanks In Advance.

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  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    Everything is fine. But in Product details entity you have a lookup for Account which is blank that’s why your subgrid is empty.

    You need to populate that Account lookup from Opportunity record when you create/update Product details. You have to do data fix for existing records as well.

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