Hello everyone,
I am new to this forum but have recently begun working on updating a company from Dynamics CRM 2015 (on-premise) to Dynamics CRM 365 (on-premise version: 8.2) and have run into an issue that I would like some opinions on if possible.
On the incident or case form, we have several account Quick View Forms that contain sub-grids to other entities that have a one-to-many relationship with the account.
I've noticed that after updating one of our environments from 2015 to 365, the + button is missing from all sub-grids that are displayed within Quick View Forms.
Here is another post that describes and illustrates the exact same issue that I'm having: https://community.dynamics.com/crm/b/debajitcrm/archive/2016/04/21/add-new-button-not-visible-in-sub-grid-in-quick-form-view-in-dynamics-crm-2016-bug-or-expected-behavior
This post is great in describing the problem; however, it unfortunately does not fully confirm any workaround or give any source that it is indeed a bug.
My question is, would anyone happen to have a workaround or confirm on if this is a known issue or bug in Dynamics CRM 365?
Unfortunately, I do not have access to a fresh or brand new CRM 365 environment that I can use to test this right out of the box to see if that makes any difference.
As a potential workaround, I created buttons on the ribbon bar using the Ribbon Workbench which launch the same entities the + buttons on the sub-grids would normally launch, and after passing parameters to them, I can get them to function the same way. The only downside is, creating these entities this way, it does not refresh the sub-grid on these Quick View Forms so the end-user may think their record was created immediately.
I appreciate any and all help with this.
Thank you!
