Sales Team SubGrid in Oppurtunity -connections

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Posted on by prasy

Hello all,

I have Stake Holders and Sales Team sub grid on Opportunity form. the subgrid on opportunity is not display any record. Stake Holders subgrid on opportunity is been displaying good. Both are been pulled from connections (N[Connections]:1[Opportunity]). Sales team is from User and Stake Holders is from Contact. Any suggestions on how display data on sales team subgrid for opportunity, below is screen shot of Sales team view filters on connections

Thanks in Advance

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RaviKashyap 55,410 Moderator on at

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RE: Sales Team SubGrid in Oppurtunity -connections

Hi,

By default the Sales Team subgrid only displays the record where the selected role belongs to the Sales Team Category (i.e. Connection Role Category). Check the role you have selected for the role belongs to Sales Team category or not. If you have, please select the category as Sales Team.

Also, I would not suggest to change the view for the Sales team as CRM has some internal logic which expects the view to be All Sales Team. If you select any other view, you will lose some out of box functionality.

Hope this helps.
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StefanS365 3,573 Most Valuable Professional on at

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RE: Sales Team SubGrid in Oppurtunity -connections

Hi Prasy,

You should delete the row Connected To (user) in the filter criteria. Like this:

and the data source settings of the subgrid like this:
prasy 65 on at

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RE: Sales Team SubGrid in Oppurtunity -connections

hello Stefan,

I have added a new sub-grid on opportunity and as well created a new view on connections with Filters connections role category equals to Stakeholder;Sales Teams. There are sales team member assign to account and still sub-grid on opportunity is not displaying them
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StefanS365 3,573 Most Valuable Professional on at

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RE: Sales Team SubGrid in Oppurtunity -connections

Hi Prasy,

You should create a new view and subgrid and add the Stake holders category as second value to the filter: Connection Role Category equals Sales Team, Stake holders.

The standard subgrids for Sales Team and Stakeholders are hard coded by Microsoft. You shouldn't change them.