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Opportunity product in CRM 2013 RRS feed

  • Question

  • Hi,

    I have below customization to update presales team, product type and to calculate margin in CRM 2011.  I upgraded CRM to CRM 2013.  But there is change in design, here the opportunity product is capturing in opportunity main form. 

    In CRM 2011, product will be entered in separate form and I have given script to update above mentioned fields when change product. Please find below screen.

    But in CRM 2013, product can be captured in main form so I have to give the script on product change in the opportunity main form. I can find the product in disabled.  Kindly help me to give the script in product in main form.

    I want to add the script when add product as shown in below screen.

    Another change I need the Existing product by default, how I can pass this default value when load opportunity form.  This is asking when add new opportunity product

    I am planning to upgrade CRM 2013 to CRM 2015 then CRM 2016,  Kindly inform if any solution in higher versions.


    pnoushu@hotmail.com

    Thursday, March 9, 2017 8:37 AM

All replies

  • 1. You need to remove OOB sub grid from form and add new sub grid with your view.

    2. Create business rule to make select product to 'existing' and remove not required field as not visible.

    it will support both version.


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, March 10, 2017 5:54 AM
  • Hi,

    Thanks you for your help.  Now I am upgrading CRM 2013 to CRM 2015 then CRM2016. I will check this solution on the latest version.   Kindly provide more details on remove OOB sub grid from form and add new sub grid with your view

    Thanks and regards,

    Noushad


    pnoushu@hotmail.com

    Sunday, March 12, 2017 6:37 AM