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Customer experience | Sales, Customer Insights,...
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Editable Subgrid on Opportunity for opportunity Product

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Posted on by 72

Hello Community,

I recently encountered an issue with the editable grid on the Opportunity Product subgrid in Dynamics 365, where custom fields appeared with a lock icon and were not editable.

Issue:

In Dynamics 365, when using an editable grid on the Opportunity form to display the Opportunity Product subgrid, some custom fields are not editable and show a lock icon beside them. This is problematic when trying to update these fields directly from the subgrid.

Tested Solutions:

  1. Field Properties Check:

    Ensure that the custom fields in the Opportunity Product entity are not set to read-only. Also, confirm that they are not calculated or rollup fields, as these types cannot be edited in any grid.
  2. Security Roles

  3. Editable Grid Configuration:

    ​​​​​​​Ensure that the grid is set to editable for all client types (Web, Phone, Tablet)
  4. Testing with System Administrator Role to make sure it is not security role issue.

  5. Form Design Review

Despite checking the field properties, security roles, and editable grid configuration, the issue persisted.

 

Any Suggestions?

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