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Service | Customer Service, Contact Center, Fie...
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'Add Products' does not appear on newly created view.

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Posted on by 70

On Opportunity lines when trying to add products within a subgrid view, the 'Add Products' button doesn't appear on any newly created views.

Only the default in-line edit view allows you to add products.

Anyone know what the trick is to get this button back or enabled on the form so I can start adding products with custom views?

  • RE: 'Add Products' does not appear on newly created view.

    Hi Paul,

    I created one custom opportunity line view, and add it to the opportunity form:

    pastedimage1648632558071v2.png

    But i can see '+Add Product' button in the new custom sub-grid:

    pastedimage1648632406634v1.png

  • Suggested answer
    RE: 'Add Products' does not appear on newly created view.

    Hi Paul, Can the same user add opp products to inline edit view? If so, we can eliminate security roles as the issue. Is this something unique to Field Service, or is it an issue for all opportunities? If it is opportunities in general, I would suggest asking this question in the D365 sales forum.

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