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We are on dynamics 8.2. When I am creating a record for a quote, it doesn't allow me to select a product at the time of the creation of the record. I have to save it without selecting a product and modify the quote to select the product I want to sell. Is there a way I could select the product at the time of record creation?
Are you creating quotes directly means using +new button by selecting quote entity in sitemap?
OOB not possible.
But if you create quote from opportunity and in opportunity you add opportunity lines. as a result when you create quote from opportunity then it will copy all products from opportunity.
I guess you are referring is that how can we create quote as well as quote line/product records at the same time correct? if yes then it is not possible the reason is quote line/product records are related record with the quote and if we don't have quote record then whom we will gonna link the quote line/product record.
In simple term we need a base record and from that record we can create/ link the existing record.
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