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Microsoft Dynamics CRM (Archived)

Opportunity product in CRM 2013

Posted on by 1,771

Hi,

I have below customization to update presales team, product type and to calculate margin in CRM 2011.  I upgraded CRM to CRM 2013.  But there is change in design, here the opportunity product is capturing in opportunity main form. 

In CRM 2011, product will be entered in separate form and I have given script to update above mentioned fields when change product. Please find below screen.

prd1.png

But in CRM 2013, product can be captured in main form so I have to give the script on product change in the opportunity main form. I can find the product in disabled.  Kindly help me to give the script in product in main form.

prd4.png

I want to add the script when add product as shown in below screen.

prd3.png

Another change I need the Existing product by default, how I can pass this default value when load opportunity form.  This is asking when add new opportunity product

prd2.png

I am planning to upgrade CRM 2013 to CRM 2015 then CRM 2016,  Kindly inform if any solution in higher versions.   

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Opportunity product in CRM 2013

    Refer this:

    community.dynamics.com/.../events-in-dynamics-365-editable-grid

    crmtipoftheday.com/.../defaulting-to-existing-opportunity-products

    http://missdynamicscrm.blogspot.sg/2014/09/crm-2011-2013-understanding-the-privilege-to-show-and-hide-write-in-product.html

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