Creation of Grid on entity form in MS Dynamics CRM 2013

  • These steps help you display excel sheet like table on entity form in the form of grid like structure.

    Step 1 Create an look up field (Relation with any entity). As shown in fig 1

Fig 1.

Step 2 Make look up field as mandatory after placing field on from. As shown in fig 2 an 2.1.

Fig 2.

Step 3 continued……

Fig 2.1.

Step 4: Add sub-grid into newly created tab or any where on the entity form based on your requirement and set properties like shown in fig 3.

  • In Data source Section

    Records= Related Records only

    Entity= Combination of schema name and look up field name select that.

    Default view= select and edit according.

Fig 3.

Step 5. Edit or Add new columns (as shown in below fig) according to requriment in grid view which is located in Data source section in grid properties dialog box

  • In Data source select

    Default view= select and edit view according to your requirement.

Fig 3.1

Step 6. Continued..

Editing View by adding new columns adding filter to view. And Save As a new view. As shown in fig 3.2.

Fig 3.2

Step 7. Select the newly created view from grid properties dialog box as shown in below fig

Fig 4.

Step 8. Save and publish the form. Gird will appear according to your view but it will be in disabled state. As shown in fig 5

Fig 5.

Fig 5.1

  • Above grid will be activated after saving entity record.
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