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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Loop through Sub grid
Microsoft Dynamics CRM (Archived)

Loop through Sub grid

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Posted on by Jay2014

Hi,

I have a requirement to :

1. Loop through subgrid records

2. Copy records that have are due for renewal.

3. Create a new entity record and place the copied records on a sub-grid.

Any ideas of how I can develop this would be greatly appreciated ? References please or code to get me started please as I am not a developer. 

Thanks,

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I have the same question (0)
  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    in which circumstances, this action will be triggered?

  • Jay2014 Profile Picture
    Jay2014 on at

    an option set yes/no or ribbon button.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi,

    Attached links to the actions that you are looking to perform:

    Iterate through subgrid data:

    community.dynamics.com/.../sub-grid-client-side-script-methods

    To create new records in CRM using Web Api, I would suggest that you download Jason Lattimer's CRM Rest Builder

    github.com/.../CRMRESTBuilder

    Generate the Web Api Create Calls from there and use them in your JavaScript calls.

    Hope this helps.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    do you have Microsoft Flow ? if Yes , you can configure a Flow to do that. But you have to find a way to compare the date.

    www.linkedin.com/.../process-loops-dynamics-crm-online-microsoft-flow-rafael-perez

  • Jay2014 Profile Picture
    Jay2014 on at

    Thank you, this is performed once on a monthly basis so would not prefer Java Script .. Plugin perhaps  ?

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