News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Accounts "Recent ...

Microsoft Dynamics CRM (Archived)

Accounts "Recent Opportunity" subgrid +button opening Quick Form of Opportunity

(0) Share

Report

Report

Posted on by Surjeet Singh

20

Hello Experts,

Recently we migrated our CRM online 2016 version to Dynamics 365. We found one problem which is working in 2016 online.

In accounts we have default CRM RECENT OPPORTUNITIES subgrid. In 2016 version if we add new opportunity it opens Main opportunity form, but after migration its opening "Quick Create" opportunity form.

But User expectation is to open Main form. Relationship between account and opportunity is fine 1:N and Behaviour type is Parental.

Could someone have faced this problem in dynamics 365 or have some suggestion to solve this problem would be appreciated.

Kind Regards,

Surjeet Singh.

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (1)

Suggested answer

Surjeet Singh 20 on at

Like (0)

Report

RE: Accounts "Recent Opportunity" subgrid +button opening Quick Form of Opportunity

Hello Bhuvanesh,

Thanks a lot for quick response. Yes it worked.

Kind Regards,

Surjeet Singh
Verified answer

Gee Bee 11,397 on at

Like (1)

Report

RE: Accounts "Recent Opportunity" subgrid +button opening Quick Form of Opportunity

Hi

If you do not want to open Quick Create form.

Go to Entity definition of Opportunity and disable Allow Quick Create.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,253 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans