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Power Platform Community / Forums / Power Apps / Related opportunity pr...
Power Apps
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Related opportunity products don't appear in projects

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Posted on by 2

Hi Community:)
Hope you can help me with my issue. 

As you know there are Opportunity products in Opportunities. 
So, I decided to create a subgrid in Projects where I want to display Opportunity products which are displayed in related Opportunity. 
I created One to Many relationship for Project with Opportunity Product. Added subgrid, chose Show related records and selected Opportunity records with the needed view. After saving and publishing, I go to check it in Projects, but it says No data available. 

P.S. It actually worked like 2 weeks ago, when I set it up in our Sandbox (I even showed it to project managers to check if it's fine for them), but today, I got back to set it up in Production and it doesn't work anywhere. Can it be an issue with Dynamics or maybe you see something wrong with my set up?  

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  • hthpowerapper Profile Picture
    364 Super User 2024 Season 1 on at

    Its hard for me to give an exact diagnoses without more context. I can include some general steps to help you diagnose the issue so you can fix it... My suspicion is that it could be helpful to identify what is the difference between these environments. Maybe the Data row limit in your app? maybe connectors or different permissions in different places

     

    Verify the Relationship: Ensure that the One-to-Many relationship between Project and Opportunity Product is correctly set up in the Production environment, just like in the Sandbox.

    Check Security Roles and Permissions: Sometimes, these issues can be related to permissions. Make sure that the users who are trying to view the subgrid have the necessary permissions to read Opportunity Product records.

    Review the Subgrid Configuration: Double-check the subgrid configuration, especially the "Show related records" setting. Make sure it's set to display Opportunity records with the correct view.

    Inspect the Data: Ensure that there are actually related Opportunity products for the Projects you are checking. If the data is different between Sandbox and Production, this could explain the discrepancy.

    Clear Cache: Sometimes, caching issues can cause unexpected behavior in Dynamics 365. Try clearing the browser cache and reloading the page.

    Check for Custom Code: If there's any custom code or plugins involved, make sure they are working as expected in the Production environment.

    Examine Server Logs: If possible, check the server logs for any errors or warnings related to this functionality. This might provide more detailed information about what's going wrong.

    Replicate in a Different Environment: If possible, try to replicate the exact setup in a different environment (e.g., a new Sandbox). This can help isolate whether the issue is specific to the Production environment.

  • AndriySushko Profile Picture
    2 on at

    Hi, thanks for checking my case. 
    I'll go step by step from your siggestions. 

    Verify the Relationship: I obviously have that relation, I tripplechecked that several times and if I didn't have it, I wouldn't be able to select the related table
    Check Security Roles and Permissions: I'm system administrator in CRM, so I have access to all the data.
    Review the Subgrid Configuration: Yeah, it's all fine with the subgrid configuration, I duplicated it from Opportunities and it works fine there. 
    Inspect the Data:  I created Opportunity and connected it with Project and created Op products, but it doesn't work. 
    Clear Cache: Tried in Different browser from which I have never accessed CRM. 
    Check for Custom Code: No code or plugins
    Examine Server Logs: Haven't tried it yet, but planning to.
    Replicate in a Different Environment: I already tried in 2 environments, maybe after server logs, will try it also. 
     

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