Setting the default view within a Parent Entity - CRM 2011
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Freitag, 27. April 2012 22:23
I am not sure what the view itself is called, but basically, its the Opportunity view, that is nested within an Account view (where you can see all the related opportunities).
When this sub-view for Opportunities opens up, it always opens up with "Opportunity Associated View". Instead, I would like a different view (custom view or system view), to be set as the default.
Is this possible?
Note: I have set the default view for the Opportunities view. But this setting seems to be ignored, when I looking at Opportunities from with an Account.
http://blog.aggregatedIntelligence.com/
- Bearbeitet rockyMtnRajah Freitag, 27. April 2012 22:23
- Bearbeitet rockyMtnRajah Freitag, 27. April 2012 22:24
Alle Antworten
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Freitag, 27. April 2012 22:44Moderator
The view you're referring to is the Opportunity Associated View. Any time you use the left-hand navigation to browse records relating to your primary record, you're using that Associated View of the related entity.
Associated Views are customizable. You can modify the colums, sort order and filter criteria. But you can't use a different view in place of the Associated View without some significant custom development.
Some associated views for some system entities have special features. In the account form's associated opportunities grid, for example, as well as the associated view there are a couple of picklists: Filter On (default is Open) and Include (default is Related 'Regarding' Records). There's no standard feature for modifying the default values of these picklists but it's possible with a custom script.
Associated sub-grids work along similar lines, but slightly differently.
Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.
- Als Antwort markiert rockyMtnRajah Dienstag, 15. Mai 2012 14:14
