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Hi All,
We want to add a function to the online Dynamics CRM that will allow us to link multiple company employees (CRM users) as "Account Managers" for a given Account.
We found out that above can be achieved via setting up a sub-grid for Entity "Connections (Connected From)". Its working fine and allow us to add multiple users as account managers.
But the only issue is we are not able to enable "Add button (+)" for this sub-grid on the Accounts Form. From online research it seems like something to do with 1:N relationships but found no steps on how to configure it.
We would really appreciate if someone could guide us on how to enable Add button for this sub-grid? I've attached screenshot to confirm the current setup and requirements.
Regards,
Robin
SubGrid.png
SubGrid-Settings.png
We want to add a function to the online Dynamics CRM that will allow us to link multiple company employees (CRM users) as "Account Managers" for a given Account.
We found out that above can be achieved via setting up a sub-grid for Entity "Connections (Connected From)". Its working fine and allow us to add multiple users as account managers.
But the only issue is we are not able to enable "Add button (+)" for this sub-grid on the Accounts Form. From online research it seems like something to do with 1:N relationships but found no steps on how to configure it.
We would really appreciate if someone could guide us on how to enable Add button for this sub-grid? I've attached screenshot to confirm the current setup and requirements.
Regards,
Robin
SubGrid.png
SubGrid-Settings.png
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