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Microsoft Dynamics CRM (Archived)

9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms

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Posted on by Microsoft Employee

How do you restore the subforms (Stakeholder, Sales Team, and Subcontractors) that were visible in the Opportunity Form under 8.0?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: 9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms

    Thank you for the guidance and  paraphrasing, I'll use it to open a ticket with Microsoft.

  • Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: 9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms

    If you're saying they're there when you go to customize the form, but they're not rendering when you open the form itself, you might need to open a ticket with Microsoft.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: 9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms

    These subgrids are part of the default Oportunity form in use, as confirmed through retrieval of the Form itself (Customization).  However, these subgrids are not visible at all on the form when viewed from wihtin the Opportunity interface.  None of the subforms available in 8.0 display after the upgrade to 9.0.

  • Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: 9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms

    See if it's on one of the other forms.  There's like 5 different forms.  Alternately just go to edit the form, Insert -> Subgrid and choose the Stakeholder, Sales Team, and Subcontractor (I assume that's a custom one you all made) subgrids and add them back on.

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