Add Multiple Products to an Opportunity

by | Updated August 1, 2020 | Dynamics CRM

Have you ever wanted to add multiple products to an Opportunity at once? With the Enhanced add product experience in Dynamics 365 Customer Engagement turned on, you simply open your Opportunity, click on the Product Tab, select a price list, chose how you want revenue calculated, and then click on Add Products to use the new enhanced add product feature. Check out all the ways you can use the new “Enhanced add product experience” in Dynamics 365 Customer Engagement.

From the Add products window in D365 Customer Engagement you can:

Search for products

Search iconSearch for products by entering keywords in the search field, the system searches product names and other fields defined in your Quick Find view for fields that contain your keyword, it then ranks them according to the strength of match, this helps users to quickly find the products their customer is looking for.

Filter products

Filter iconFilter products by product family or use predefined views to find products faster, the search and filter features can be used together to help you narrow your search and find the right product.

View more product information

Information iconSee more product information and details by clicking on the more information icon OR by clicking on the product name, clicking on the product name of multiple products allows you to compare them before you add them to your opportunity.

Select multiple products

Select - check markSelect multiple products by clicking on the Plus icon and entering the Qty to be added to the Opportunity, if the product has a default price list the price per unit will be populated, you can override the default price by clicking on the product name and toggling the default price, all of this in one screen to help users save time and be more productive.

Review and remove products

Add multiple products to an opportunityReview and remove selected products that you no longer want to add by clicking on the selected tab and then clicking on the Delete product icon.

Add products

When you are done comparing and reviewing products, click on the Add to Opportunity button and all your selected products will be added to your Opportunity.

This feature also gives you the ability to view the last 15 products that you have recently added to an Opportunity, simply click on the Recently Used tab to view the last 15 products you added along with the products you have already selected.

Write-in product

Oh, and one more thing, if you want to add a Write-In product, simply click on the Write-In tab, select Write-in-product and fill in the product details.

To enable this new feature go to the bottom of the Left-side navigation and select App Settings, then under the Product Catalog section select the Product Catalog Setting then toggle the Adding products Enhanced add product experience to Yes.

Playbook Categories

We hope you enjoy this new feature now available in D365 Customer Engagement! Please note this feature is available in the Unified Interface only. Check out our other Blogs on the 2020 Release wave 1 update and look for more to come.

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