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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Product description on...
Customer experience | Sales, Customer Insights,...
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Product description on quote module/subgrid

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Posted on by Lorenzo 365 52

Hi everyone,

a client asked me if the "expanded space" in the quote line subgrid can be filled with some fields, as their main need is to have a bigger place to display the product description.

I tried with some nested subgrids but I have some problems with the parent id.

pastedimage1680104965004v1.png

I think it gives me this problem because it's a N:N relationship between product and quote

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Lorenzo,

    This involves three entities and two relationships:

    Product and Quote Line is 1:N relationship; Quote and Quote Line is 1:N relationship.

    So there is no direct relationship between product and quote.

    pastedimage1680228495063v1.png

    If you use nested subgrids for quote line, you can only show child records of the quote line, but product is parent of the quote line.

    Generally, you can Edit quote line sub-grid to add parent column directly:

    pastedimage1680228969659v2.png

    But it seems that the default view can be edited.

    pastedimage1680229070045v3.png

    So you can create a new or select another existing quote line view, then add product description to the view:

    pastedimage1680229294565v5.png

    pastedimage1680229355141v7.png

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