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CRM 2013 : Opportunity Sales Team Replication in Other Entities RRS feed

  • Question

  • Hi Forum,

    Currently we are trying our hands around new CRM 2013 on premise version.

    One nifty feature we like about it is a OOB 'Sales Team' on opportunity form. When we looked behind the scene on this subgrid, its basically a Connection(From) entity with default view to 'All Sales Team Members'. So we decided to implement it on Account entity with the exact same settings. We ticked the 'Access Team' checkbox on entity level customization for Account entity and also created 'Access Team Template' for the same. But to our surprise when we construct the subgrid on the Account form the way it is done on opportunity form, we got the error on page load (Building Query Error message).

    Can some one please shed a light on this topic. I suspect that opportunity Access Team subgrid is a special one and system customizer or Admin won't be able to replicate it on other entities. (happy to be proven wrong here :)

    Thanks for reading.

    Cheers,

    H.Desai


    • Edited by H.Desai Friday, January 10, 2014 3:14 AM
    Thursday, January 9, 2014 11:17 PM

All replies

  • Hi,

    I would have to agree that this is yet another special case configuration that is off limits to the general public. According to MSFT Access Team subgrid Data Source settings are fixed to the following (except Team Template being the only variable). 


    Ronald

    Friday, January 10, 2014 2:35 AM
  • I have implemented this successfully on Lead entity. Yet to do for account entity.
    Friday, January 10, 2014 10:43 AM
  • And did for account as well. Please let me know if there are issues.
    Friday, January 10, 2014 10:52 AM
  • Hi Shantnu,

    There is difference between what you did and the sales team in opportunity entity.

    Clicking on the + button won't give you same options as on Opportunity sales team functionality. Opportunity sales team gives user with their role(Set in Connection Entity) while your set up gives user with their title stored in System user table.

    Cheers,

    H.Desai

    Tuesday, February 11, 2014 12:27 AM