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Microsoft Dynamics CRM (Archived)

How to Add to an entity record subsection via Console

Posted on by 390

Hi All,

   I really do not know how to serach this question, so it is easier i ask the question on. I creating test data on the crm via visual studio console, some of the entity has got the + sign, that can only be used to populate or add another entity, when the present entity has been saved. Please see the pic below:

 edited.jpg

How do access that + sign from the console. Thanks 

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  • Victor Onyebuchi Profile Picture
    Victor Onyebuchi 390 on at
    RE: How to Add to an entity record subsection via Console

    Thanks Buddy!!

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to Add to an entity record subsection via Console

    Hi Victor,

    Take a look below reference -

    community.dynamics.com/.../tips-crm-c-create-validated-parent-and-child-records-at-once-as-one-big-compound-using-related-entities

  • Victor Onyebuchi Profile Picture
    Victor Onyebuchi 390 on at
    RE: How to Add to an entity record subsection via Console

    hi @Goutam, you want to show me how to use the parentacct lookup, I have never used that before. Thanks

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to Add to an entity record subsection via Console

    Hi Victor ,

    This is OOB functionality for subgrid section , if you have the create permission of the subgrid entity by default its enable to add related entity records. Now you dont need to access + icon from console , you need to create related entity records with reference to the parent lookup field data.

    Lets say as an example  you have account record where its shows all contacts in subgrid in Account entity form. Now when you ace creating Accounts using console you need to create contacts with the contact entity fied called parentaccount lookup. so that contact will be visible in the Account records.

    Hope I can explained you .

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