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Unable to Edit a Managed View.pngCRM 2015 update 0.2


When we click on salesàQuotesàNew Quotesàthen we add a new quote Product --Click on Existing Product--Click on Look up More Records-- Then the “Look In” View cannot be changed its grey out"


+ Clicked on Sales


+ Clicked on Quotes


+ Clicked on New Quotes


+ Add the required details which are mandatory


+ Then click on Save


+ Then we clicked on Form Editor


+ Added a new Sub-Grid


+ Named as Quotes Product


+ Label the name Quote Product


+ Then check mark the “Display label on the form”


+ ON the data Source Column


+ We have select “Only Related Records” for Records


+ Then On Entity – we have done the changes – Quote Products (Quote)


+ Then on Default View—we have done the changes – All Quote Product


+ Then click on Set


+ Then click on HOME Tab


+ Then click on Save


+ Then Publish


+ Then close the from editor window


+ Refresh the CRM URL


+ Then you can see the New Sub-Grid is added on the page


+ Click on the (+) icon


+ A new window will appears


+ Then select on “Existing Product” lookup


+ Click on “Look up More Records”


+Then the Look UP Record window open


+ And then we can see the “Look For” and “Look IN” are grey out

STATUS DETAILS
Declined
Ideas Administrator

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