Hi Forum,
Currently we are trying our hands around new CRM 2013 on premise version.
One nifty feature we like about it is a OOB 'Sales Team' on opportunity form. When we looked behind the scene on this subgrid, its basically a Connection(From) entity with default view to 'All Sales Team Members'. So we decided to implement it on Account entity with the exact same settings. We ticked the 'Access Team' checkbox on entity level customization for Account entity and also created 'Access Team Template' for the same. But to our surprise when we construct the subgrid on the Account form the way it is done on opportunity form, we got the error on page load (Building Query Error message).
Can some one please shed a light on this topic. I suspect that opportunity Access Team subgrid is a special one and system customizer or Admin won't be able to replicate it on other entities. (happy to be proven wrong here :)
Thanks for reading.
Cheers,
H.Desai