5

Product companies usually have several products that are being used in a quote and currently the user experience to add individual products in an opportunity product grid or quote product grid is very painful. There can be a an easy experience to allow users to multi select products and then submit those to get those added in one click in the product grid on these forms.

Category: General
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r

Richa, One way to solve this problem with current Dynamics is to use product bundle available in Dynamics CRM. You can create a bundle and add products to it. You can add this bundle to opportunity instead of selecting products every time. Also Dynamics CRM is enhancing product add experiece where you can use Save and New option which will open the quick create form again without clicking any additional buttons. You can look at 2019 release wave 2 documentation. You need to opt in to access these features.

Category: General