Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
While creating a quote, the selection of products is available as a lookup field that displays three columns (name, unit and ID). We have thousands of products and would like to know if there's more interactive way of selecting products (like 'products list' table with multiple columns having filters). I understand we can create a view like that but not sure how to associate it in the product selection of 'Quote Products'.
Unfortunately, this is impossible.
The lookup field can only display the first three columns, which is by design.
You could try CONCAT function with a calculated field to combine your fields(columns).
However, some text will still not be shown due to limited of search drop-down menu.
So we could only set other filed width as small as possible.
Please read this article for reference:
Thank you for your response, it was helpful
Thank you for your solution. It was really useful.
Once your problem is resolved, don't forget to close this theme buy clicking Yes to mark the verified answer.
This will help other users with the same problem.
Business Applications communities