Configurating Sub Grid
One of the new features with CRM 2013 is the ability to quickly associate an existing record in a subgrid of another record. For example, maybe you have a set list of a particular object that you want users associating to another record. The subgrids allow you to easily search for existing records, or scroll through a list of recently touched records. But in the case that you want users creating new records directly from the subgrid, Microsoft has made this a little bit difficult. You have to click the plus sign over the grid, then click the search icon, then scroll to the very bottom of the list to select +New button. That’s at least 3 clicks! For some reason, Microsoft decided to use the “Add existing” functionality for the plus button, so if you wanted to “Add New”, it’s a few extra steps. There are two ways to simplify this process, and to get around this. 1.Make the Parent field a required field on the child entity. For example, when I made Company ...