Adding N:N Relationships in Sub-grids correctly in Dynamics 365 CRM | [Quick Tip]

If you are new to customizing Dynamics 365 environment and have been creating N:N Relationships between 2 entities and you are not able to add them in the sub-grid. Let’s see below what are you missing –


You have created an N:N relationship in your environment between 2 entities but you still can’t see the option to add it to the sub-grid on the form

  1. Let’s see the relationship you have created below –

  2. But, you can’t seem to find it on the Form Editor while adding a sub-grid on either of the entities.
    Let’s look at the Opportunity form for example
    Here’s where I want to put my grid for the Reviewers i.e. the N:N Relationship between User and Opportunity

  3. But you are not able to see it on the selection while trying to add it to the grid –
    (The one appearing in selection by default is not the one we are looking for)

Now, let’s see what needs to be done to make the relationship selectable here.

Display Option

The reason you are not able to see the N:N relationship is because you had not set the Display Option for the Relationship you created –

  1. Open the relationship itself.

    You’ll notice that the Display option is set to Do not Display in your relationship editor.

  2. Now, let’s set this to Custom Name and name each of the relationship with the purpose of the relationship you had created this for. Using Custom Name is recommended since you might create multiple N:N Relationships between the same 2 entities based on the requirements –
    In this example, I’m giving the Users entity side a name which is ‘Review Users‘. This will help me identify it while adding it on the sub-grid.

  3. The other options available are –

  4. Now, once I save the publish the changes, the same relationship will appear in my list while adding sub-grid.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.