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Microsoft Dynamics CRM (Archived)

Quick Create window for + button Opportunity Line items subgrid

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Hi Guys,

I am trying to implement Quick Create window on clicking of + button on Opportunity Line Items Subgrid. But OOTB, on click of + button I am seeing the below options

0486.Capture1.JPG

I tried to override it through ribbon workbench, but it is not working. Any ideas on how to do that?

The problem with OOTB editable is I cannot customize it as per the needs.

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  • Wayne Walton Profile Picture
    13,728 on at
    RE: Quick Create window for + button Opportunity Line items subgrid

    Part of this depends on whether you all need to have both existing products or write-in products.  If you don't, you can try setting the security role for sales people to not be able to do write-in products. Test as that user, but if I recall, that should bypass this step, since they don't even have permission to write-in products.  

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