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Opportunities keep disappearing from screen

  • 1.  Opportunities keep disappearing from screen

    TOP CONTRIBUTOR
    Posted Sep 17, 2019 09:46 AM
    Yesterday I was made aware that the Opportunity section on our main form wasn't showing Opportunities. When the view was open to look at properties, it looks like it defaulted to different views (open opportunities not all). I also noticed the columns were rearranged. This morning I went in to change this and the Opportunities disappeared again. Seems to only be affecting the section inside of Accounts. I can still locate them in different views but seems odd this is happening.
    Anyone else experience this?

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    Heather L
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  • 2.  RE: Opportunities keep disappearing from screen

    SILVER CONTRIBUTOR
    Posted 30 days ago
    Hi Heather, are you saying that you fixed and it has been changed again? Is there a solution which is getting transferred from another environment maybe?

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    Zarko Radevic
    Dynamics CRM Programmer
    Digitale Medier 1881 AS
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    Conference-CRMUG_200x200


  • 3.  RE: Opportunities keep disappearing from screen

    GOLD CONTRIBUTOR
    Posted 30 days ago
    Hi Heather,

    Is ti possible the view you are referring to is different than the one you fixed?
    Open the form where the view is nested under, check the view used and check the columns, filters and security roles associated with it.

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    Alexandros Miaris
    CRM Consultant
    Dixons Carphone
    Peristeri
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    Conference-CRMUG_200x200


  • 4.  RE: Opportunities keep disappearing from screen

    TOP CONTRIBUTOR
    Posted 30 days ago
    So I opened view and that is where it seems to default back to My Open Opportunities, instead of All Opportunities. This just started the other day (Monday), and we haven't done anything different to system other than using XRM Toolbox for the auto generated # app. I also noticed yesterday that the proposal sent date was in a different spot so I opened it to change it back and when I closed and refreshed all the opportunities disappeared again from that view and I noticed it reset itself to My Open Ops again. Seems really weird.
    I am also dealing with an unsolved issue for the last 2.5 months now with MS where users are being randomly removed from their dashboard views! So who knows! ​

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    Heather L
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    Conference-CRMUG_200x200


  • 5.  RE: Opportunities keep disappearing from screen

    GOLD CONTRIBUTOR
    Posted 29 days ago
    This is a really interesting case though strange enough.
    You should probably address it to MS along with your open ticket.

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    Alexandros Miaris
    CRM Consultant
    Dixons Carphone
    Peristeri
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    Conference-CRMUG_200x200


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