Hi There, I am new to Dynamics 365 development and have run into a lot of obstacles trying to make a particular customization, I keep thinking that there must be a simpler solution that I'm missing but everything I've tried so far comes up blank. Can someone please help me understand the best approach to my customization requirement in Dynamics 365 v9.
The requirement should be fairly simple, I would like to include an additional column in the "Product Line Items" grid on the Opportunity form.
By default this grid is linked to a managed view that is not customizable, so I have opened the view and used "Saved as" to create a copy. I then reference this view from the Opportunity form and at this point no changes have been made to the view.
With the above change the "Product Line Items" grid no longer functions as it used to, instead:
1) The up and down arrows allow you to change the order of product lines, however the order is never saved when leaving the form. There is no save button on the grid and the save button for the form does not trigger a save in the grid.
2) When creating a new record, instead of the quick create form opening it now redirects the page to the normal create form.
3) Inline editing functionality is lost.
For 2) and 3) I could probably convince our users to accept this if the alternative is to recreate the internal java script logic from scratch. But 1) is important.
So my underlying questions are:
a) Have I approached this customization correctly?
b) Is it possible to get some or all of the original grid functionality back without writing all of the client side java script from scratch? Surely it cannot require this much effort to add 1 additional column to a view especially since the internal java script appears to be completely off limits and obfuscated, so I cant even see what the current logic is doing as a starting point.
Thanks,
Dale