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I am using Dynamics 365 Sales Professional as CRM tool.
I have created a customized text field called as "Note" in [Price List Item] table as shown below
How can I add this note field in [Product Line Items] corresponding to selected price list while creating opportunity ?
Thank you in advance.
First you will need to add the same field to the Opportunity Products entity and add the column into the Opportunity Products view.
There is no customizable OOB mapping from Price List Item to Opportunity Product.
It's easy to get information from price list in opportunity line, but you can't get information form price list items easily through workflow, one price list has multiple items, you need get correct value from price list item based on product.
If so, you can achieve it through creating a flow in power automate(https://us.flow.microsoft.com/en-us/ ).
Or you can add 'Quick view' control based on price list in the opportunity form, the quick view form can show related price list items.
Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.
Thanks in advance!:)
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