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Customer experience | Sales, Customer Insights,...
Answered

Add product in the view opportunity

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Posted on by 10

Hello,

I would like ot know if there is a possibilité to add the product in the main view of opportunities.

7838.Capture.PNG

I know there is a possibilité to add other view with filter but it would be simple if I can have and filter the produt in my main opportunites'view

Thanks in advance

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    on at

    Hi Ludovic1,

    Unfortunately, You can't add the product in the main view of opportunities directly.

    But you can show existing related products in the main view of opportunities through Nested Editable Grid.

    (+) Nested Editable Grids in D365 CE v9 UCI - Microsoft Dynamics 365 Community

    Go settings > Customizations > Customize the system > Entities > Opportunity

    Navigate to Controls tab and add 'Editable Grid':

    pastedimage1631603434671v1.png

    Configuration:

    Nested grid view

    pastedimage1631603547709v2.png

    Nested grid parent ID

    pastedimage1631603564151v3.png

    Save and publish.

    Test:

    You’ll see an arrow on each record which indicates that it can be expanded now.

    pastedimage1631603707109v4.png

    Expand one opportunity, related product can be displayed.

    pastedimage1631603748696v5.png

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