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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quotes Not Displaying ...
Microsoft Dynamics CRM (Archived)

Quotes Not Displaying on an Opportunity

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Posted on by Community Member

Good Morning,

     Within an opportunity that I know has quotes on it (have verified before posting), if you scroll down to the quotes section I would think you should see any open active quotes but looks to only show you "my quotes" would be my guess. 

     My question is, how do I set the quotes area to default to show any quote that's active?

Thanks!

Brad M

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Braddock83 ,

    open the "edit form" page of your opportunity form, and double click your quotes subgrid, it will show you a subsection where it asks for your data source, there you will select to show all related records from quotes, and select below what is the "view" you want, it is recomended that you select a "all quotes" or something close to it.

    I hope it helps.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Brad, you can change the Default View for the Subgrid on the Form Editor, then double click on the Subgrid for the Quote and then select the 'All Quotes' View for 'Related items' instead of your current view selection. Then Save and Publish.

    Hope that helps :)

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