Hi all,
We are in the process of upgrading our CRM system from 2011 to 365 on premise.
I have a SubGrid with Following setting:
Records: Only Related Records
Entity: My Entity
Default View: All Associated My Entities
Relationship is N:N
We have 2 customizations :
1- Add Existing Record: Basically in 2011 when we clicked this button it opened a filtered lookup (Our custom function filters the lookup) --> Customized Mscrm.AddExistingRecordFromSubGridAssociated using the ribbon workbench and added this javascript function to its command
2- Add New Record: It opens Child Entity with passing the parents info as our child entity should be created within the context of Parent(We Wrote a custom function which passed this using Xrm.Utility.openEntityForm function--> Customized Mscrm.AddNewRecordFromSubGridStandard using the ribbon workbench and added this javascript function to its command.
The problem that I have is crm365 does not let me to have customization for both Add New and Add Existing for the same subgrid.
When I remove the Add New customization then Add Existing Customization (Filtering the lookup) starts to work but then I need Add New Customization.
When I have customization for both Add New and Add Existing like my crm2011, CRM ignores the customization of Add Existing and opens the form in create mode(Add New Customization only works).
I have no idea how to fix the issue. Any idea will be much appreciated!
Thanks,
maryam