We help IT Professionals succeed at work.
Get Started
Dynamics CRM Online: Add Button on Sub-Grid
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
Why Experts Exchange?
Experts Exchange always has the answer, or at the least points me in the correct direction! It is like having another employee that is extremely experienced.
Jim Murphy
Programmer at Smart IT Solutions
When asked, what has been your best career decision?
Deciding to stick with EE.
Mohamed Asif
Technical Department Head
Being involved with EE helped me to grow personally and professionally.
Carl Webster
CTP, Sr Infrastructure Consultant
Ask ANY Question
Connect with Certified Experts to gain insight and support on specific technology challenges including:
- Troubleshooting
- Research
- Professional Opinions
Did You Know?
We've partnered with two important charities to provide clean water and computer science education to those who need it most. READ MORE