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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to open opportunit...
Microsoft Dynamics CRM (Archived)

How to open opportunity product form directly when user want to add products

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Posted on by zmk 792

Hello,

When the user clicks the plus button on the opportunity form to add products,I need to open directly the opportunity product form and not the inline editing view.

I tried many things but that worked on the quote product grid but not on the opportunity product grid which is weird.

Some of what I have tried is the following:

  • Created a new view and linked it to the opportunity product grid
  • Ticked the checkbox in system settings that allow legacy rendering

Any ideas?

Thanks for your help .

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I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Replace the button using 'Ribbon Workbench' and add jscript on click to pop a new form with mapped fields populated.

  • zmk Profile Picture
    zmk 792 on at

    Thanks Andy for your answer but I guess I should be able to solve it without using the workbench especially that it worked on the quote product grid. I guess I am still missing something.

  • Suggested answer
    Brian Bonnor Profile Picture
    Brian Bonnor 20 on at

    You can get edit the opportunity product subgrid view and still have the + work. On the Opportunity form. Edit the out of the box Opportunity Product in-line view and click Save As. Add available fields (such as Tax) to the column list. Save your updates. On the Opportunity Form change the subgrid view to your new view. Before saving the Opportunity form - important - ensure the name of the subgrid is 'opportunityproductsGrid' (this is what keeps it 'in-line editable'). Publish Opportunity and Opportunity Products entities. I'm using CRM 2016 onpremise with latest sp as of nov 16 2016.

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