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Microsoft Dynamics CRM (Archived)

RESTORING FORMS TO THEIR ORIGINAL FORM

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Posted on by 140

Can somebody  tell me how to restore "Quote Form" to it´s orignal form. While trying to make changes to the form I did something wrong and the product identity
no longer shows unless I insert "Product_ID" using the word page merger. In order to restore the form to it´s original form I then went to the "Opportunity Form"
to see if the problem came from there but did something wrong too because the I can no longer adjust the quantity of the items on the list. I desperately needs help
in restoring both forms because they are linked somehow.

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  • Verified answer
    Donna Edwards Profile Picture
    2,996 on at

    You can spin up a trial org and take a look at the default form then restore to match.  If you haven't made other customizations changes to the entities, you could export the Quote and Opportunity entity and import it into your system.  If you have made customization changes, then just view the form and restore it manually.

  • Suggested answer
    Zhgsimon Profile Picture
    20 on at

    Now there is a possibility to reset all the customizations done on a form. You have to go to the place where you customize the entities. Entity > Select the entity where the form is located > Form >select the form that you want to reset from your changes > Other actions > solution layer > Click on the row where that coresponds to your changes and you'll have the option to delete it.

  • Suggested answer
    noeismet Profile Picture
    5 on at

    Thanks a lot, that worked well for me!

  • Sushma Patole Profile Picture
    250 on at

    That's great. I was not knowing this features

  • Zhgsimon Profile Picture
    20 on at

    Glad I could help !

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