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Microsoft Dynamics CRM (Archived)

Customize sub-grid

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Posted on by Community Member

Situation: I added a sub-grid to show a related entity to the opportunities form and two columns are showing, Name and Created On.

4744.Sub_2D00_grid.PNG

Question: How do I customize the sub-grid to show more (columns) fields from related entity besides just Name and Created On?

Thanks!

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Community Member on at

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Hi Barry,

You can add more columns in Subgrid by editing the "VIEW"

Thanks,

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Aric Levin - MVP 30,190 Moderator on at

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Hi,

Navigate to Settings -> Customize My System

In there, click on the right hand side under Components -> Entities, and select the entity that you want to modify.

Click on Views, and select the view that you want to make changes to.

Add the columns to the view (click on the Add Columns button when you open the view).

Once done. Save the View and Publish your Changes.

Your subgrid can either by the Active Entity View or Possibly another view that you selected.

Hope this helps.

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Community Member on at

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Aric, thanks for the clear instructions!

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