Friday, May 29, 2015

MSCRM 2015: Opportunity Products: What you need to know (Part 1)

I recently worked on a project heavily involved with opportunities and the product catalog. During this time, I became very familiar with all of the inner-workings of opportunity products. In this series, I’ll review a few tips that will help you along the way and hopefully save you some time trolling forums for answers.

Inline Edit View

The sub-grid that appears by default on the Opportunity form is the Inline Edit View and it is not customizable. I found this to be frustrating because my client was not using all of the fields that appear in that view and I wanted to remove them.

I also did not want users to be able to write-in a product, only add existing. 

In order to achieve both of these requirements, I decided to get rid of the Inline Edit View and create a standard view for my opportunity sub-grid. When you use a custom view and try to add a new product, it will open in a new window. If you want to edit the details of a product that’s already on your opportunity, you have to open it in a new window. While this isn’t the most ideal functionality, it worked for my client’s situation.


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