Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction:

Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go.

In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and invoice entities with the “Add products” dialog box customization capabilities.

In this blog, we will explore the behavior of the “Price per unit” column while adding the products to the opportunity/quote/order/invoice entity. The behavior of the “Price per unit” column can be observed by disabling and enabling the “Make price list optional” setting. Along with this, we will explore the use of the “Update” button also.

NOTE: By default, the “Adding products (preview)” feature is disabled and you have to enable it by navigating to App Settings–> Product Catalog Settings–> Adding…

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