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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add New Entity (Stock ...
Microsoft Dynamics CRM (Archived)

Add New Entity (Stock Issued) Linked to Contact and Show its Data in Contact Form

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Posted on by Rahul Gautam 345

Hi

I am new to MS Dynamics CRM. Before I was Working on Salesforce.

What I want to Achieve:  I am trying to customize my system. I am adding New Entity Named "ITStock". This Table/entity will contain all the Stock of IT and Other Equipment in office. I will be issuing this Stock to our Contacts (customers). I am trying to link the Contact and ITStock by 1:N relation, so that when i click on Contact i should be able to see all the things issued to him/her on Contact Page.

Problem: I am able to create entity and 1:N repletion but i can not show the Data from ITStock entity on the Contact Page/Form.

in SalesForce its is very easy like a childs work. 

I am getting frustrated by Dynamics CRM.

Does any one know how to show a custom entity on Contact Form. Please advise.

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hello,

    You can easily do this with the help of Subgrids, Please refer below post to add subgrid over form, this is for Ms CRM 2011, but process is same to add subgrid.

    Let us know if still you are facing some issue.

  • Suggested answer
    Rahul Gautam Profile Picture
    Rahul Gautam 345 on at

    Dear Mahender

    Thanks for the reply. its helped it a lot, i was wondering how to do it for few days. it is so easy and well planned in Salesforce.

    I was trying to update my question as answered but i dont know why i can not login and update it, 

    i have created another account now, but this one still remains unupdated

    Rahul Gautam

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Go to contact form>>Click on Insert Tab>>Add subgrid>>Select IT Stocks & only related>>Save +Publish

    Thats it, now refresh the page

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