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Verified
Casey Bond asked a question on 18 Jun 2013 1:36 PM

Dear Forum Members:

Microsoft Dynamics CRM Online (for Office 365 cloud) there are no "Product Line Items" (nor "Quotes") available in Opportunity Entity. How can I configure to add these Screens and Data Entry Forms (business process logic) to Opportunities area?

Please help!

Thanks,

Casey

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Verified Answer
Jason Lattimer responded on 18 Jun 2013 2:36 PM

It sounds like you might have the new Process UI form enabled. Out of the box these don't display the navigation items to line items or quotes. The best way might be to go back to using the "classic" style form. 

From the "..." menu at the top - choose "Switch to Classic"

If you want to make the switch permanent you can follow the steps here:

Force Classic Forms - CRM 2011 (Process UI)

Jason Lattimer
My Blog -  Follow me on Twitter -  LinkedIn

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Verified Answer
Jason Lattimer responded on 18 Jun 2013 2:36 PM

It sounds like you might have the new Process UI form enabled. Out of the box these don't display the navigation items to line items or quotes. The best way might be to go back to using the "classic" style form. 

From the "..." menu at the top - choose "Switch to Classic"

If you want to make the switch permanent you can follow the steps here:

Force Classic Forms - CRM 2011 (Process UI)

Jason Lattimer
My Blog -  Follow me on Twitter -  LinkedIn

Reply
Mohammad Atif responded on 19 Jun 2013 2:04 PM

Hi Casey,

Could you please update the thread?

Thanks,

Mohammad

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