Display SharePoint Documents Sub Grid on the MS Dynamics 365 form

Open an Entity Web form where you want to display SharePoint document library.

  1. Click on the Insert-tab, click on Sub-Grid, specify a name to sub-grid
  2. In “Data Source” section select “Only related Records” from Records dropdown
  3. Select “Document Location (Regarding)” in Entity dropdown
  4. Select “Active Document Location” from Default View section [shown in Below Image]
  5. Click on Set. Click on save then publish the customization

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