You’re offline. This is a read only version of the page.
160
Hi,
I am wondering why I can not find the Add new Button for the sales team and Stakeholders Subgrids on the Oppurtunity main form.
Does anbody have an idea why i can not find this button?
Best regards
Hi Elpibato,
The subgrid uses a default view “All Stakeholders” hence it will let you add only stakeholder connections.
1.Go to entity(opportunity) form and double click this sub-grid.
2.Change Default view to “Active Connections”.
However, the change will make the +New Connection button disappear.
So we will use Ribbon Workbench to make +New button visible.
This is the download page for Ribbon Workbench:http://www.develop1.net/public/rwb/ribbonworkbench.aspx
This is the basic tutorial of Ribbon Workbench:https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016
2.Add +New connection button to the sub-grid.
(1) create a temporary solution and add “connections” entity to it.
(2) Go to workbench and select the solution which we created just now.
(3) Right click on the +New button the subgrid ribbon and right on it.
Select “customize button” then again right click and select “Customize command”.
(4) scroll down to the “Custom rule” as shown below.
In this rule make “Default” field to “true” as well as Invert rule to true as well.
(5) Click on publish button.
3.Test.
(1) Click New Button and It will open a new window.
(2) You can pick any role or not in this page and click on save & close.
(3) you will see it.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi,
Check below article to fix your issue.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (