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Sales Team subgrid on Opportunity form custom view and quick create form

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Posted on 25 Sep 2023 14:03:09 by Eleem

Hi everyone,

I have a challenge regarding the entity Connection in the Sales Hub.

On the Opportunity Main Form, there is a subgrid to add the Sales Team members.
In this subgrid, the view 'all sales team members' is used.

When I click on 'new connection', a quick-create form opens in which I can add a 'user' (lookup to user entity).

After clicking 'add', a record is created on the connection entity with the user (chosen in the quick create form), and the role 'sales professional' (filled out automatically).

Now, I would like to add a custom field to the form, called 'percentage', however there is only a main form available on the entity 'connection'. (the option to create a Quick Create Form is greyed out).
The main form is also not editable, however I can create a copy and add the field 'percentage' to it.
I also can create a new view that shows the additional column 'percentage' in the subgrid 'sales team' on the opportunity form.

However, when clicking on 'new connection', instead of the quick create form, the custom main form opens.

So, here are my questions:

Is there a way to use a custom quick create form (the default form with 1 extra field 'percentage' to fill out)
If not, how can I configure the name field so that it only looks for 'users' instead of 'look for records'?
How can the field 'role' be prefilled with the value 'sales professional'?

Thanks for your suggestions!

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Answers (1)

Eleem 26 on 26 Sep 2023 at 14:00:22

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Sales Team subgrid on Opportunity form custom view and quick create form

Hi Leah Ju,

Thanks for your reply. Regarding the 2nd topic you mentioned to remove other entities from the current app. As we do have other subgrids that need these entities, this was not the right solution.

However, we solved the issue by adding a new lookup field (lookup to user only) and hide the existing name (connected to) field. Then we added a business rule that copies the value of the new lookup field to the hidden name field.

This works perfectly!

Have a nice day!

Regards,

Elke
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Leah Ju Microsoft Employee on 26 Sep 2023 at 09:02:31

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Sales Team subgrid on Opportunity form custom view and quick create form

Hi Partner,

For your three questions:

1.Create quick create form

--Connection entity is not support quick create feature, which is by-design.

2. Configure the name field so that it only looks for 'users'

--By default, Name(connected to) field is one special lookup field.

--It will show all entities that has enabled connections features in current app:

If you want to only show 'user', you need remove other entities form current app.

3.Prefill 'role' field

--You can create one business rule to set default role value in the main form you just created.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-rules-recommendations-apply-logic-form?view=op-9-1

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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