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With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families.
Details see:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/add-products-enhanced-experience
Since this is a preview feature, it was only implemented on the opportunity entity for the beginning. It would be great, if it would be added to further entities in the sales process as well, like the quote entity, invoice or order.
Details see:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/add-products-enhanced-experience
Since this is a preview feature, it was only implemented on the opportunity entity for the beginning. It would be great, if it would be added to further entities in the sales process as well, like the quote entity, invoice or order.
STATUS DETAILS
Completed
Comments
this function is urgently needed for customers !!!!
Category: Opportunity
Revathi Sankar (administrator) on 3/7/2023 9:56:57 AM
This is being planned for 2020 release wave 2.
Thanks,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
Update: 21/02/2023
This is now implemented. Ref: Enhanced experience for Adding products to quotes, orders, or invoices (Dynamics 365 Sales) | Microsoft Learn
Thanks,
Revathi Sankar
PM, D365 sales