Wednesday, May 30, 2012

The view: "Products in Parent Price List" is gone!?

This article talks about a parent look view which is never visible after the “Display search box in lookup diaglog” is checked while customizing Opportunity Product Entity in CRM 2011. There is an easy workaround to get back to old view.

How do I revert to old view?

If you’re thinking that you can just go and uncheck. No then that’s not a solution. We will need to revert through a customization tweak. The reason for this and by now CRM has reset the view id. Hence it shows a different view.
The following are steps to achieve that
  1. Go to Settings > Solutions
  2. Add new Solution and provide a valid name to it.
  3. Save the solution.
  4. Now add existing entity, “Opportunity Product”
  5. Export the solution as unmanaged
  6. Open the unmanaged solution in notepad and locate the following:
  7. Replace {8BA625B2-6A2A-4735-BAB2-0C74AE8442A4} with {BCC509EE-1444-4A95-AED2-128EFD85FFD5}
  8. Save the changes
  9. Zip the files and import the solution back to your environment
  10. Publish the customizations
  11. Refresh the CRM in your browser
  12. You will see the correct view.
Tip: The GUIDS in step 7 could be found in the DB or in the URL of a "clean CRM" dialog for opportunity lookup

Happy XRM'ing!