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Microsoft Dynamics CRM (Archived)

Adding sub grid connecting multiple entities

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Hi All,

Can someone please help me on this.

I have used Contract entity as Organizations members and Contact entity as Individual Members in our organization and created custom entities for  

- Committee this includes committee name, Status of the committee, Date Inactive, Notes, - this has done

I need help to do this -->   In the committee form, I want to include above fields plus these details as well- under Committee details section Name of the Member, Member organization, Member Title, Start date and End date. I want to do this in a grid that will allow functionalities to add (looking Member entity and add relevant record to the committee), edit remove records from committee, The reason that I want to use a grid is this will contains multiple records for one committee.

the Member Title will read from the Member Title Entity, Member organization will get from the Contract Entity

- Member Title this includes only Member tile and Staus - This has Done

-Individual Members this includes Name, Email, Member Category, Address, tel number --> this has done

I need help to do this -->   In the Individual Members form, I want to include above fields plus these details as well -Membership Details this includes Organization- this will read data from Organizations members entity, Title, Date appointment, End date 

Also, includes Committee details (in a grid that will allow the same functionalities as mentioned in the above ) such as  - Name of the Member, Member organization, Member Title, Start date and End date

Thanks heaps for your help. 

*This post is locked for comments

  • Dineth Profile Picture
    Dineth on at
    RE: Adding sub grid connecting multiple entities

    Hi Bhaargavi,

    Thanks for your reply, I'm using Dynamics 365 online. As you have mentioned I have created the Committee and Contract relationship, then have created a view and include the view while i m adding the grid to the form. See the below screen shot that i have now, seems to be I don't have an option  to add details in to the grid.

    dyn1.png

    When I click on the + on Committee section it will try to add Organisational Member Contacts (Contract entity data) instead of asking Committee member Name,Committee Name, Member Title, Start date, etc.

    can you please help me on this.

    Thanks.

  • Suggested answer
    Bhaargavi Bodapati Profile Picture
    Bhaargavi Bodapati 115 on at
    RE: Adding sub grid connecting multiple entities

    Hi Dineth,

    To create a grid on Committee form, you need a  1:N relationship between committee and "Contract". Create a view on the Contract entity and get the fields from the committee using the related entity details.

    While displaying the grid, select the view that has been created.

    Try to add the "Member title" field on the contract entity form, which might make the things easier.

    Grid records can be edited with the help of CRM OOB only from D365. If you want to edit the grid on the form in previous versions, external help need to be taken.

    Also try to follow the same procedure as above for grid on Individual Members form.

    Best Regards,

    Bhaargavi

    Please mark verified, if you find this helpful

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