How To Add SharePoint Document Columns To Microsoft Dynamics 365 Document Associated Grid View

To add additional fields to the Document Associated Grid in Microsoft Dynamics 365, follow these steps: 1. Navigate to the solution. 2. Add the "SharePoint Document" table to the solution. 3. Open the table and go to the views. 4. Select "Add Subcomponents" in the top navigation. 5. Look for the view named "Document Associated Grid" and select "Finish". 6. Open the Document Associated Grid. 7. Click on "Add columns" in the right navigation. 8. Select the columns you want to add to the view (e.g., Child Item Count). 9. Move the column to the desired location in the view. 10. Save, close, and publish. By following these steps, you can customize the Document Associated Grid in Dynamics 365 to include additional fields. If you have any questions or need further assistance, reach out to New Dynamic, a Microsoft Solutions Partner specializing in Dynamics 365 Customer Engagement and Power Platforms.

Article 2m CRM Software Blog | Dynamics 365

---

Login now to access my digest by 365.Training

Login