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How to create table in crm 4.0?? RRS feed

  • Question

  • hello all

    i want to create a table in opportunity form like below.

    so, how can i able to do this????


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Saturday, June 16, 2012 9:41 AM

Answers

  • The feature you are looking for is called a 'sub-grid' and it's a standard feature of CRM 2011 but you are using CRM 4.0. So you'll need to create a custom entity called resource, and create a relationship to the opportunity entity. It will be displayed from a navigation link in the opportunity form. If you really need the resource grid displayed inside the opportunity form body, you'll need to create an iFrame and display the associated resources view inside it.

    There are lots of blog articles available to help you with this. For example: http://mscrm4ever.blogspot.com/2009/05/crm-40-show-associated-view-in-iframe.html.


    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Saturday, June 16, 2012 3:22 PM
    Moderator
  • Hi, as Neil said, you need to create iframe to show the assoicated view Below link may be helpfull for you. http://mahenderpal.wordpress.com/2010/05/06/show-associated-view-in-iframe-ms-crm-4-0/

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful. -------------------------------------------------------------------------------- Jhansi

    Monday, June 18, 2012 10:14 AM

All replies

  • The feature you are looking for is called a 'sub-grid' and it's a standard feature of CRM 2011 but you are using CRM 4.0. So you'll need to create a custom entity called resource, and create a relationship to the opportunity entity. It will be displayed from a navigation link in the opportunity form. If you really need the resource grid displayed inside the opportunity form body, you'll need to create an iFrame and display the associated resources view inside it.

    There are lots of blog articles available to help you with this. For example: http://mscrm4ever.blogspot.com/2009/05/crm-40-show-associated-view-in-iframe.html.


    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Saturday, June 16, 2012 3:22 PM
    Moderator
  • Hi,Nail

    Thanks for reply,

    i have tried the code you provide me link,but i failed.

    let's say i have created one entity named resource(new_resource),

    and then i create 1:N relationship of opportunity with resource with relationship name "new_opportunity_new_resource" than what is my code to create iframe grid.???

    Please can you modify your code for this requirement??

    regards


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad


    Monday, June 18, 2012 6:02 AM
  • Hi, as Neil said, you need to create iframe to show the assoicated view Below link may be helpfull for you. http://mahenderpal.wordpress.com/2010/05/06/show-associated-view-in-iframe-ms-crm-4-0/

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful. -------------------------------------------------------------------------------- Jhansi

    Monday, June 18, 2012 10:14 AM