Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

'Add Products' does not appear on newly created view.

(0) ShareShare
ReportReport
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?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans