<div>
Hi Rikin,<br />
<br />
Are you referring to creating a relationship between Accounts and Users? I can not found any options within sub-grid settings to put a lookup for Accounts.<br />
<br />
I've included few more screenshot of current settings.<br />
Please let me know the steps if possible, am not that versed in CRM.<br />
<br />
Regards,<br />
Robin<br />
<a href="https://filedb.experts-exchange.com/incoming/2016/02_w08/1082050/Sub-Grid-Table-Setup.png" target="_blank" class="file-inline" title="Sub-Grid Table setup (67 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>Sub-Grid-Table-Setup.png</a><br />
<a href="https://filedb.experts-exchange.com/incoming/2016/02_w08/1082051/1-N-Account-User.png" target="_blank" class="file-inline" title="Account user relationship (69 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>1-N-Account-User.png</a><br />
<a href="https://filedb.experts-exchange.com/incoming/2016/02_w08/1082052/UsersShowsinAccountForm.png" target="_blank" class="file-inline" title="Users now listed under the left column (179 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>UsersShowsinAccountForm.png</a>
</div>


UsersShowsinAccountForm.png

Sub-Grid-Table-Setup.png

1-N-Account-User.png

<div>
Hi Robin,<br />
<br />
You need not create another relationship, as there is already a relationship available created.<br />
<br />
And because of this relationship 1:N - Account to User, The user form must have an Account lookup. If the Account lookup &quot;A10-Account-User&quot; is not added on the form, it should be available with the remaining fields. Just drag and drop it to the System User form in System User entity.<br />
<br />
Publish the changes and check if the &quot;+&quot; sign appears.
</div>


<div>
Hi Rikin,<br />
<br />
Thanks for continual support. <br />
<br />
The work is being done on the Customisation&gt;Entities&gt;Acc<wbr />ounts&gt;Form<wbr />s&gt;A10-Acco<wbr />unt.<br />
<br />
Its a copy of default Account form.<br />
<br />
Am not able to find the &quot;System User&quot; Form.<br />
<br />
When it comes to this form, I've already created a custom field called &quot;Account Manager&quot; with Data Type &quot;Lookup&quot; and Target Record Type as &quot;Users&quot;. The field is working fine but only holds single user at a time. <br />
<br />
The requirement is that their are multiple &quot;account managers&quot; for single account. So I tried creating a Sub-Grid with &quot;Connections (Connected From)&quot; but struggling to get the &quot;Add button&quot;. <br />
<br />
Does above explanation assist you to pin-point the issue.<br />
<br />
Regards,<br />
Robin
</div>


<div>
Hi Robin,<br />
<br />
You need to go to User form and add the lookup there. You need to make sure &nbsp;lookup &quot;A10-Account-User&quot; is not added on the form.
</div>


<div>
waiting to see if this has worked and have engaged with Rikin offline.
</div>


<div>
Was just going through the old open questions and found this one interesting.<br />
Since this issue was posted long time back, not sure if this will be still open, but will offer few steps that might help:<br />

<div class="bullet">
From Accounts, you need to create 1:N relationship to users. So, it will be 1 Account and Many Users [You can name it Account managers] 
</div>
<div class="bullet">
As soon as you create this, a default sub grid will be available in the navigation pane. But will be called by the name users
</div>
<div class="bullet">
Now, edit the Form and add Sub grid named Users(Account managers) 
</div>
<div class="bullet">
Keep the Label name/Grid name as Account managers 
</div>
<div class="bullet">
This is how it will look like.<br />
<a href="https://filedb.experts-exchange.com/incoming/2016/05_w19/1095368/Untitled.jpg" target="_blank" title="Untitled.jpg (24 KB)"><img alt="Untitled.jpg" class="file-block lazyload" style="max-width: 800px;" data-src="https://filedb.experts-exchange.com/incoming/2016/05_w19/800_1095368/Untitled.jpg" /></a>
</div>
Note: When you click on + button, it will by default look for existing users. If you want to add new users, it will take you to the O 365 portal since it is CRM online.
</div>


Untitled.jpg

<div>
Excellent assistance from Rikin. Perfect answer.
</div>


<div>
<div class="content wysiwyg-content">
Hi All,<br />
<br />
We want to add a function to the online Dynamics CRM that will allow us to link multiple company employees (CRM users) as &quot;Account Managers&quot; for a given Account. <br />
<br />
We found out that above can be achieved via setting up a sub-grid for Entity &quot;Connections (Connected From)&quot;. Its working fine and allow us to add multiple users as account managers.<br />
<br />
But the only issue is we are not able to enable &quot;Add button (+)&quot; 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.<br />
<br />
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.<br />
<br />
Regards,<br />
Robin<br />
<a href="https://filedb.experts-exchange.com/incoming/2016/02_w08/1082014/SubGrid.png" target="_blank" class="file-inline" title="SubGrid.png (66 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>SubGrid.png</a><br />
<a href="https://filedb.experts-exchange.com/incoming/2016/02_w08/1082016/SubGrid-Settings.png" target="_blank" class="file-inline" title="SubGrid-Settings.png (58 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>SubGrid-Settings.png</a>
</div>
</div>


SubGrid-Settings.png

SubGrid.png

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

Dynamics CRM Online: Add Button on Sub-Grid

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.