Friday, May 29, 2015

MSCRM 2015: Opportunity Products: What you need to know (Part 2)

This is part 2 of a series of posts about the ins and outs of opportunity products.

Searching for Products

The way you set up the opportunity product sub-grid on the opportunity form will dictate the product search functionality.  If you’re using the Inline Edit View in your sub-grid and you add an existing product, MSCRM will be searching Price List Items. 

Unfortunately, the Price List Item views are not customizable. This means that you won’t be able to change the columns that appear in the Lookup view (example above) or update the Quick Find view to make more fields searchable.

When I ran into this issue, I chose to get rid of the Inline Edit View in favor of a more standard sub-grid experience. When the user wants to add a product to the opportunity, a new opportunity product form will open. When searching for an existing product on this form, MSCRM uses products. These views are editable which allowed me to update Quick Find view to add more searchable fields.

Opportunity Products: What you need to know (Part 3)


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