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I am facing a weird issue.
Opportunity has a subgrid of stakeholders and sales team. But no '+ New Connection' appears to add a new stakeholder.
This is weird because I can see the button in my Dev environment but not in my UAT and Prod.
I am the system administrator in all the environments, and also there are no ribbon customization done for Connections or Opportunity entity.
I also tried to add connection subgrid in Accounts entity. Faced the same issue.
If you are talking about OOB connection grid, there is no "+" sign on it and that's by design. You need to click on the connect button in the command bar. You are saying in the dev you have a "+" sign on a connection grid??
It's the Stakeholders & Sales Team subgrid in Opportunity.
Also all our environments are upgraded to Dynamics Release wave 2.
Here's the button I'm talking about which doesn't appear in production.
Also, few of the things I tried when troubleshooting
1. Re-imported solution from Dev To UAT, published the customization once import was successful - didn't fix the issue.
2. Compared the Stakeholders subgrid in both environments. Both are the same - select only related records, Connections (Connected from) and view is System view 'All Stakeholders'.
One thing I did notice was, if I select the option show all records instead of show related records, the button does appear, but I don't want that.
3. Checked in ribbon workbench and compared in both environments. It's the same. No customizations done on connection ribbon.
4. Verified the entity meta data, and relationships. Nothing unusual there.
5. Thought it must be the issue with opportunity - connections relationship. So tried to have a connection subgrid with the same details in Account entity, but faced the same issue. Looks like the connection entity itself is the problem.
Not sure what should I do.
OK, in the opportunity entity, check the one to many relationships with the connection entity. Compare them between Dev and test, do you see a difference?
The relationship is the same in Dev & prod. Moreover its system relationship. So that way, there's no chance of user modification
OK, I know this may not apply in your case and we still have to keep looking, when I make the sub grid narrow (1 in 3 columns, it the plus sign is hidden, when I make it wide enough, it shows fine.). I'm using a trial environment of wave 2 enabled as well.
One thing I forgot to mention that I moved the subgrid to a full wide tab and I didn't keep it in the 3rd column of the original tab. And Also, the Adding of a connection (when hidden) will show up in the 3-dot menu on the top right corner for me, which enforces the fact that it might be a responsive UI issue and nothing else.
Yes, it works fine in trial environment.
I kind of narrowed it down. Its a oob display rule that's causing this issue I think.
I did some trial on Prod copy and learnt that if I remove the display rule Mscrm.ShowForNonRelationshipBoundGrids in ribbon for add new command, the button shows up.
Strange thing is that the same is in my Dev envt too, and it doesn't create any problem there. Why so in my Test & Production then?
Now I'm kind of hesitant to remove the rule because I'm not sure if this will break something else.
I also noticed one thing. If I export the solution and check in customization xml, I see the display rule, but I don't see the rule definition for this. Very weird.
Really not sure how to proceed.
For those of you looking for the answer. I kind of figured a workaround.
As mentioned earlier, the display rule was causing the issue.
Now the problem was if I remove the display rule from Add new command it would entirely disappear from the system although I don't delete it, but just untag it from the command.
I didn't want this because I need it as a backup in case this fix doesn't work in the future.
So I did a simple thing.
Untag the display rule from mscrm.newrecordfromsubgrid and tag it to mscrm.addnewrecordfromsubgridstandard command.
The + New connection button appears in the subgrid and the display rule doesn't get deleted from the system as its tagged to an alternate unused command
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