Dynamics Community Forum Thread Details

opportunitydetail subgrid on opportunity - how to properly customize it

I'm trying to customize the 'opportunitydetail' grid on the 'opportunity' Entity, as we require additional fields to be shown (eg. purchasing price).

1) When modifying the view used I was forced to save it as a new view, apparently the original view (should be called something similar to "Opportunity Product Inline Edit View(Product)") is protected from tinkering. I've then changed the subgrid 'opportunitydetailGrid' on the Opportunity form for the Entity 'opportunity' to use the new, customized, view - this broke the ability to edit rows inline.

Note: All this is using the standard (read-only) grid control.

2) After doing some research I found a great article explaining Editable Grids https://community.dynamics.com/crm/b/razdynamicscrmconsultant/archive/2016/12/29/configuring-editable-grids-in-dynamics-365 and followed the instructions step by step, but for some reason the result is an even more broken subgrid that's still not allowing inline edits - and on top of that it's not displaying the column names either, even though I've checked multiple times that the option for that is set correctly on both the opportunitydetail entity control as well as the control of the subgrid:

3) When looking directly at the opportunitydetail Entity, none the views allow inline edits even though they should - but at least the column names are showing.

4) I've used the same guide on a different (custom) entity with a subgrid showing a different related (custom) entity, and there it's working just as described in the guide.

In conclusion I think there's something special about the opportunitydetail Entity (and it seems like this is also true for quotedetail and salesorderdetail) that's preventing Editable Grids from working correctly - has anyone experienced this before and knows how to get this to work?

Having either the ootb 'inline edit' working for a customized view or having the 'Editable Grid' working properly would work (while both look and feel differently, either one is fine for my requirements)

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