Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!

Here’s how you can do this –

Classic Experience

In current/classic experience, if you open Opportunity Lines and go on to add a Product as below –

It’ll either open in a New form.

This isn’t intuitive. You definitely…

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Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – ” Add multiple Products on Opportunity at once! ” Here’s how you can do this – In current/classic experience, if you open Opportunity Lines and go on to add a Product as below – It’ll either open in a New form.

Blog Syndicated with priyeshwagh777’s Permission

Author: Priyesh Wagh

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