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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / On Dynamics CRM I want...
Microsoft Dynamics 365 | Integration, Dataverse...
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On Dynamics CRM I want to link directly to the document on subgrid?

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Posted on by PrakashM 62

Hi All,

Hope you all doing good !

I want to show Document entity on Sub grid? i.e Relate entity documents .

thanks in advance 

  • cloflyMao Profile Picture
    cloflyMao 25,208 on at
    RE: On Dynamics CRM I want to link directly to the document on subgrid?

    Hi Prakash,

    You can follow the steps below to achieve your requirements.

    1. Open your SharePoint and create your site for Document. Copy the URL of the site.

    2364.png

    2. In your Dynamics app, open Advanced Settings > Settings >Document Management.

    3. Click the Configure Server-Based SharePoint Integration and set the integration.

    8358.png

    1616.jpg

    4. Back to the ‘Document Management’ page and click the ‘Document Management Settings’. Select the entity (e.g. Account) you want to display the sub grid for.

    68153.png

    5. Click the Next and tick the ‘Based on entity’ option. Go on to finish it.

    7827.png

    6. Then you can find the grid of Documents in the Related – Common within the form for an account.

    5518.png

    Hope this will help you.

    Regards,

    Clofly

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