Friday 13 December 2013

Modify Opportunity Product inline grid

If you worked with Opportunity Product inline editable grid, you have noticed that this grid cannot be customized.

If the given in-line grid does not serve the business needs of your organisation, it is possible to revert to CRM 2011 style where the opportunity product form opens on click of add.
 
You can create a new sub-grid for opportunity product and select the relevant view for the grid. This opens the opportunity product when + sign is clicked. Please note you should hide the other grid and not delete it just in case you want to revert back to it any point of time. This is because as it is inline editable grid, the behaviour of this grid is different than other grids.

2 comments:

  1. Hi, how can i add the subgrid in MSCRM Ipad form? Can you guide me?

    ReplyDelete
    Replies
    1. Hi Ryan,
      This is not possible with current version as of now.

      -Minal

      Delete