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Adding a many-to-many relationship subgrid to a form

Overview

This post will provide some screenshots on how to add a many to many subgrid (i.e. N:N subgrid) to a Dynamics 365 form (Figure 1). In the example, many person records will be associated to many document records

Figure 1

Setup

1.) Create the many to many relationship (Figure 2). This will also create a relationship (intersect) table (Figure 4)

Figure 2

2.) Add the subgrid to the form

Note: Name = Subgrid_Documents_Contact_DocumentUpload

Figure 3

Appendix

Figure 4 – intersect entity records
Figure 5 – the form’s xml
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Dustin

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