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entity-relationshipdynamics-crm-2013subgridpicklistmultiple-entries

Dynamics CRM 2013 multi-entity sub-grid

I'm a new comer to Microsoft Dynamics CRM 2013 and I've self-learned in high-level to customise the CRM.

I have created a custom entity called "Project" which have two 1:N relationships to Accounts and Contacts. In create form for Project, instead of having two sub-grids for accounts and contacts can I create a single sub-grid which can have accounts and contacts as a single list? And also the user need to be able to add an account or a contact to the list as well.

Thanks.

Solution

  • It is not possible to create a sub-grid that contains different type of records (in your case accounts and contacts).

    You still need to use 2 sub-grids.