Request

I would like to request a product enhancement for Dynamics 365 Sales to allow editing of the filter criteria for the "Products in Parent Price List" view used in the Opportunity Product Quick Create form in Dynamics 365 Customer Engagement (on-premises).

Background

As described in the public documentation, when a price list is associated with an opportunity, the product lookup used during Opportunity Product Quick Create utilizes the "Products in Parent Price List" view.

The default view cannot be changed to another view.

As a result, adjusting the filter criteria of this view is one of the most effective ways to control which products are displayed to users.

However, in Dynamics 365 Customer Engagement (on-premises), the button for editing the filter criteria is not available in the customization interface, making it impossible to modify the view conditions.

In contrast, I have confirmed that this functionality is available in Dynamics 365 Online, where the filter criteria can be customized.

Request Details

I would like Dynamics 365 Customer Engagement (on-premises) to provide the same capability as the online version, allowing administrators to edit the filter criteria of the "Products in Parent Price List" view.

This request is not intended to change the default view itself. Rather, the objective is to enable customization of the filter conditions within the "Products in Parent Price List" view that is used by default.

Expected Benefits

Organizations that manage a large number of products may experience a significant operational burden when users need to search through extensive product lists while adding Opportunity Products.

Allowing filter criteria to be customized based on organizational requirements would enable users to locate relevant products more quickly, improving product visibility, usability, and overall operational efficiency.

In addition, providing this capability would improve consistency with the user experience available in Dynamics 365 Online and deliver meaningful value to CXs that continue to operate Dynamics 365 Customer Engagement (on-premises) environments.