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How to Configure Sub Grid from CRM forms in Dynamics 365 Portal

By Hani Dixit on 1/18/2021

In this blog, we will tell you How to Configure Sub Grid from CRM forms in Dynamics 365 Portal.

Steps to configure Sub Grid in Dynamics 365 Portal:

We recently had a business requirement where we wanted to show the Contact form that includes Letters sub-grid from the Contact entity. We wanted to create new Letters records or update the existing records within the Sub Grid.

1. Firstly we have to create the Entity form for the Contact entity record as seen in the screenshot below;

 

2. Then we'd like to feature the Entity Form Metadata to permit the sub-grid to make or edit the records as shown in the screenshot below;

 

3. When creating entity metadata, first we need to select the metadata type (Attribute, Notes, Section, Sub-grid, Tab, or Timeline). You'll able to see in the screenshot below.

 We need to create sub-grid metadata, so we need to select the View action to add the option to create a record in the sub-grid or update the record in the subgrid.

Then we have to select target type as entity form, webpage, or URL as per our requirement. We have to choose the entity form that we want to click on the Create / Edit button of the subgrid.

 And we can also set the button label as shown in the screenshot below;

4. Once we follow the above steps, we can create a subgrid as shown in the screenshot below and see it with the update option;

 

 


 

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