Dynamics 365 : Customize Sub-Grid Columns in Form

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Atul Sharma

An extrovert by nature, Atul has been sharing his opinions and views on various social network platforms. He always had been thinking about having his own platform and here it is. Creative and tech-savvy Atul has a good sense of humor and when he is not programming or writing blogs or traveling, you can find him cooking, Netflixing or sleeping.

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I need to show some additional columns in Dynamics 365 sub-grid on the form as below

but by default, it offers some columns only like this

To achieve the required data here is step by step approach

Step#1 – Add a sub-grid to your form.

Step#2 –Double-click on this to open Properties page. On this pop-up Set Name (#1), type/change label (#2), Select Entity (#3) and click on New button (#4). It will open up a new screen to create a custom view.

Step#3 –  Now gain Set a new name for a view (#1 e.g. My Custom View), Select columns (#2 & #3), Re-order them (#4) and click Ok and then Save and Close.

Step#4 – Now select the created view (#1 e.g. – My Custom View) and click OK (#2)

Step#5 – Save and Publish the form. Go to your form and you will find the required output as above.

Hope this is useful.