550
Hi,
I have to connect 2 entities Vessels and contacts and I need to create a subgrid in vessels entities for the following roles
Digital Services approver
Superintendent
other decision maker
How can I do this ..
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You need to enable Connections for your Vessels entity first. For contacts it should already be active.
Then follow this guide to add the subgrid:
www.loganconsulting.com/.../Create-Connections-in-Microsoft-Dynamics-CRM
Here:
thecrmwiz.com/.../using-connections-effectively
is also a screenshot showing to configure the roles correctly to match and support the entities you require (in your case it is contact and vessel)
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