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Create and modify a record in sub-grid under Opportunity entity when a record is created in CRM Online

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Posted on by Community Member Microsoft Employee

Hi All,

I have a sub-grid called Split revenue and a form with 1:N relationship with Opportunity entity. Users can add multiple sales people in the sub-grid that have a split in estimated revenue coming from an Opportunity. This revenue is split between the owner and the extra sales person added.

I want to add the owner, along with the actual estimated revenue in the sub-grid when a new opportunity is created. Is it possible to add a record to a sub-grid through workflow?

Secondly, i would like to deduct the estimated revenue from the owner when a new sales person is added for example.

Estimated revenue when opportunity is created: $1000 (this should all go to original owner of the record)

New sales person split added: 10% or $100

Original owner revenue reduced to: $900 (in the sub-grid record)

Is this possible through workflow?

I am also wondering if these new values of estimated revenue split will show up in an individuals sales pipeline

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Alex Fun Wei Jie 33,626 on at

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RE: Create and modify a record in sub-grid under Opportunity entity when a record is created in CRM Online

Hi,

1.) Is it possible to add a record to a sub-grid through workflow?

- yes, it is possible but depends on your design.

eg: how do you provide the value for owner , estimated revenue and etc.

2.)i would like to deduct the estimated revenue from the owner when a new sales person is added for example.

- yes, but i am afraid you have to write custom workflow to achieve this or use a free solution from third party.