Pricing Products – Part 7 – Adding the Unit column to the Opportunity Products Sub-Grid

Colin Maitland, 10 September 2012

In this series of blogs, I have been writing about pricing products using the Products Catalog in Microsoft Dynamics CRM. In this blog I will provide brief instructions on how to add the column to the Opportunity Products sub-grid so that it looks like the example in the screenshot below. By default the Products grids for Opportunities, Quotes, Orders and Invoices do not show the Unit column for the Products that have been selected.

 

Step 1 – Security Roles

You will need to have either the System Administrator or the System Customiser security role. Refer to Settings -> Administration -> Users -> <Select/Open User Profile> -> Security Roles. Whether or not you have these roles will depend on your businesses policies and practices for administering and customising Microsoft Dynamics CRM.

Step 2 – Create New or Use Existing Publisher

When customising Microsoft Dynamics CRM, the best practice is to use a designated Publisher for customisations instead of the Default Publisher. The Publisher could be you or it could be your organisation. If required, complete the following steps to create a new Publisher:

1. Select Settings -> Customisations -> Publishers.
2. Click New.
3.  Enter a Display Name. E.g. This could be either your name or your company name.
4.  Enter a Prefix. E.g. This could be an abbreviation of either your name or your company name.
5.  Click Save and Close.

  

 

Step 3 – Create New or Use Existing Solution

When customising Microsoft Dynamics CRM, the best practice is to use a designated Solution for customisations instead of using the Default Solution. Refer to Settings -> Customisations -> Publishers. If required, complete the following steps to create a new Solution:

1.  Select Settings -> Solutions.
2.  Click New.
3.  Enter a Display Name.
4.  Select a Publisher.
5.  Enter a Version. E.g. 1.0.0.0.
6.  Click Save.

Step 4 – Add the Opportunity and Opportunity Products entities to the Solution

In order to customise the Opportunities Products sub-grid, first add the Opportunities entity to the Solution by completing the following steps:

1.  From the Solution, select the Entities branch of the Components tree.
2.  From the tool bar, click Add Existing, Entity.
3.  From the Select Solution Components page, scroll down and select the Opportunity and Opportunity Product entities and click OK.
4.  If required, from the Missing Required Components page, select Yes, Include required components and click OK.

  

Step 5 – Customise the Opportunity Products Sub-Grid on the Opportunity Form

1.  From the Solution screen, select and expand the Entities and Opportunity branches of the Components tree and select the Forms branch under Opportunity.

  

2.  Either double-click the Main Information form row, or click the Main Information form hyperlink, to open the Opportunity form in design view.

3.  From the Opportunity form design view, select Line Items from the Information tree to display the Products tab, and then activate the Opportunity Products section by selecting it.

 

4.  Either double-click the Opportunity Products section, or click the Change Properties button on the ribbon bar, to open the List or Chart Properties screen.

5.  From the List or Chart Properties screen, click the Edit button to open the View: All Opportunity Products screen.

  

6.  From the View: All Opportunity Products screen, click Add Columns.

 

7.  From the Add Columns window scroll to and select the Unit column and then click OK.

 

8.  From the View: All Opportunity Products screen select the Unit column and then click the green left arrow a control until the Unit column is positioned before the Price Per Unit column.

 

 

9.  Click Save and Close to return to the List or Chart Properties screen.

10.  From the List or Chart Properties screen, click OK to return to the Opportunity form design view.

11.  From the Opportunity form design view, click Save.

 

12.  Either click the Close button or click Save and Close to close the Opportunity form design view.

13.  From the Solution screen, click Save and then click Publish All Customisations.

 

14.  Either click the Close button or click Save and Close to close the Solution screen.

Finally, either refresh (F5), or logout and then logon to, Microsoft Dynamics CRM. The Opportunity Products sub-grid on the Opportunities form will now display the Unit column.