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Microsoft Dynamics CRM (Archived)

Set default view to Opportunity Product Associated View on Opportunity Product subgrid on the Opportunity Form

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Posted on by 604

I have created a custom subgrid on the Opportunity form for Opportunity Products.  I want to set the default view on this subgrid to "Opportunity Product Associated View", but that is not available in "Set Properties"

0066.Capture.JPG

It is available as a view for users, but I want to find a way to set it as the default.  How can I do that?

Thank-you in advance.

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Set default view to Opportunity Product Associated View on Opportunity Product subgrid on the Opportunity Form

    Hi Barbara,

     you just need to create another view - you will see it in the list then. For the associated view, please have a look at this thread:

    community.dynamics.com/.../162584

     Long story short, it does not show up in those selectors.

  • Verified answer
    RE: Set default view to Opportunity Product Associated View on Opportunity Product subgrid on the Opportunity Form

    Hi Barbara,

    The MSDN article (msdn.microsoft.com/.../gg328457.aspx) says:

    Only one active public view can be set as the default view. To make a view the default view, set the IsDefault property to true.

    The view you want to set as default is an Associated View not a public view.

    Can you try a workaround in the answer : http://stackoverflow.com/questions/26018264/how-to-set-associated-view-as-default-view-in-crm-2013

    Regards,

    Charmis

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