Basics

Understanding Sub-Grid Functionality in Dynamics CRM 2015

/ johnunderwood52 / Leave a comment

Sub-Grids are an excellent way of displaying data related a record directly on the record form. In Dynamics CRM 2011, there were clear “Add New” and “Add Existing” buttons for each sub-grid so a user could determine how they wanted to associate something to the current record. With Dynamics CRM 2013, these buttons were both rolled into the singular “Add” button in the corner of each sub-grid:

Account Capture - Subgrid Button

This has caused confusion among legacy and new users alike, as the button does not have a consistent action across related records.

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Activities and Related Entities

/ johnunderwood52 / Leave a comment

A question I get frequently from clients and internal users is whether or not activities are shared between related records. To be more specific, “What happens to my calls, emails, and tasks when I convert a lead to an opportunity?” Users get worried that the communication trail they’ve established within the lead will terminate when they begin working in an opportunity.

Great news! Not only does your communication trail carry over to the new opportunity, it also carries over to the newly created account and contact as well!

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