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

Posted By Priyesh Wagh on 11 Aug 2020 in Dyn365CE

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…

Continue Reading priyeshwagh777’s Article on their blog

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

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Priyesh Wagh

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