Opportunity Grid Accelerator for Dynamics 365

Building sales opportunities in Dynamics 365 that consists of multiple product lines can prove time-consuming because the standard controls force sales users to individually select each product item.

For example, if an opportunity covers six different products, a sales user will open the search dialogue, find and add the relevant product. The entire process will then be repeated six times to complete the opportunity build.

For sales professionals who routinely create multi-line quotes this is a drawn-out process when time could be better spent on revenue generating activity.

Within the Dynamics 365 Unified Interface, canvas PowerApps can be embedded so we've developed a new opportunity grid accelerator which is added to the Opportunity form to save time and create a better user experience.

Opportunity Grid Accelerator Worked Example

In this scenario, a sales user is building an opportunity for the supply of a new trailer that will be customised with a series of add-on products.

To create this opportunity we'll use the embedded PowerApp that enables multiple items to be added in bulk.

Firstly, a new opportunity record is created which references the appropriate Price List.

In switching to the Opportunity Product PowerApp tab a multiple selection picker is shown that lists available products in the associated price list.

From this view, users can scroll through the list to pick the appropriate items.

A search dialog can also be used to quickly find relevant items. In this example, we'll start with a base trailer that we'll customise to fit the customer's requested spec. Typing 'trailer' filters the list enabling the user to immediately select the appropriate item and add this to the provisional list.

Without leaving this display, the user can also add multiple products. To demonstrate this, five more products are selected and will now be added as a single action.

The selected list now consists of 6 items representing the base trailer and these add-ons. As shown below, individual items can easily be removed by clicking the bin icon.

To progress, we'll select Create All.

In the final build step, sales users can quickly fine tune each product line to update volumes, over-ride pricing and discounts as required by selecting the appropriate product item.

In this instance, we've increased the quantity of feed buckets that will be supplied and upon clicking 'Save' the current opportunity total is updated.

From this view, individual products can also be selected from the list and deleted if they are no longer needed.

Once quantities and other product variables are confirmed, sales users can switch to the model-driven unified interface to see the completed detail enabling them to progress the opportunity and create a quote.

Find Out More

Get in touch to find out how this embedded PowerApp can be deployed to increase sales productivity and create a better user experience.

About Preact

Preact is a UK based Microsoft Gold Partner for CRM and Cloud Business Applications implementing and supporting CRM solutions since 1993.

Check our blog for more information about Microsoft Dynamics 365 and CRM.