Add New (+) button behavior of sub grid in D365

While working with a sub-grid in D365, a question was thrown regarding behavior of Add record (plus) button. Many of you must have observed that for few sub-grids, click action of Add record button opens a new form to create a new record while for others a new line is added in sub-grid where one can add the record name and associate it. You might have figured the reason for this earlier but it was now that a college helped to figure out why it happens for me.

For those who were still looking for the reason of this behavior like me, this is all related to requirement level of the look-up field on child record. If Look-up is configured as business required then a new form is opened else the grid provides an inline row to associate the record. My assumption for this behavior is that if the look-up is business required, then it is assumed that all the existing records are already associated with some parent record thus user should create a new record. Always correct me if i’m wrong 🙂

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“Next Stage” button do not set the stage as active in D365 BPF

While working with Business Process Flow in Dynamics 365, one of my colleague faced issue with “Next Stage” button. On clicking “Next Stage” on first stage, user is navigated to second stage but the second stage is not marked as Active. User is required to set it as active manually by clicking “Set Active” button.

BPF next stage issue

Upon checking found that it is a known issue in Dynamics 365. Background workflows related to the entity on which the BPF is configured are causing the issue.

The issue is expected to get resolved by July 2017. For now as a workaround, we are required to deactivate all the workflows related to the entity for which BPF is configured and activate them again. Second workaround is to convert the background workflows to real time workflows.

Details are available at below community link.

https://community.dynamics.com/enterprise/f/759/t/222616

Multi-Select Picklist control for Dynamics CRM by XrmForYou.com

Very happy new year to all of my blog readers. This is my first post of the year and it could not have started in a better way. I am delighted to announce the new “Multi-Select Picklist control” from XrmForYou.com tools library. Showing a picklist attribute as multi-select is a requirement we get every now […]

via {New Utility} Multi-Select Picklist control for Dynamics CRM — Debajit’s Dynamic CRM Blog