welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

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;

 

 


 

MS CRM 2013
Dynamics CRM
MS CRM 2016
Dynamic CRM 2015
Microsoft PowerApps Portals
MS Portal
Author
Blog Calendar
Blog Calendar List
2024 Apr  1  4
2024 Mar  19  4
2024 Feb  21  3
2024 Jan  6  7
2023 Dec  9  6
2023 Nov  28  5
2023 Oct  83  12
2023 Sep  191  9
2023 Aug  56  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  30  5
2023 Mar  90  6
2023 Feb  104  5
2023 Jan  37  4
2022 Dec  94  7
2022 Nov  248  2
2022 Sep  13  1
2022 Aug  27  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  6  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  11  1
2021 Aug  37  5
2021 Jul  36  4
2021 Jun  1202  5
2021 May  31  3
2021 Apr  1995  3
2021 Mar  188  5
2021 Feb  2079  7
2021 Jan  2962  9
2020 Dec  431  7
2020 Sep  73  3
2020 Aug  670  3
2020 Jul  125  1
2020 Jun  74  3
2020 Apr  68  3
2020 Mar  12  2
2020 Feb  27  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  29  1
2019 Jan  23  2
2018 Dec  63  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1132  11
2018 Aug  7  2
2018 Jun  13  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  773  4
2016 Dec  203  3
2016 Nov  822  8
2016 Oct  304  10
2016 Sep  697  6
2016 Aug  39  1
2016 Jun  1871  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  465  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5334  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5272  1
2014 Jul  48  2
2014 Apr  2578  12
2014 Mar  300  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  688  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2276  10
2013 Feb  127  3
2013 Jan  340  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote