Customizing "Enhanced experience for adding products" to prevent users from adding products

(1) Share

Report

Posted on by Barış Kuzu

227

Hello,

I'm looking for a way to prevent users from adding products to quotes if total stock is less than or equal to 0 with a notification dialog or something similar.I'm open to using customizations using JS or plugin. I just need a pointer to where to customize this area.

Thanks in advance.

Categories:

Microsoft Dynamics CRM

Dynamics 365 Sales

I have the same question (0)

All responses (2)

Answers (1)

Barış Kuzu 227 on at

Like (1)

Report

Customizing "Enhanced experience for adding products" to prevent users from adding products

Both are awesome ideas! Thansks a lot! I'll use it.

Was this reply helpful? Yes No
Verified answer

Tom_Gioielli 2,020 Super User 2025 Season 2 on at

Like (0)

Report

Customizing "Enhanced experience for adding products" to prevent users from adding products

You could use a real-time workflow to throw an error upon trying to create the line items from this dialog. It would run on the Quote Product table, and be set to run on real-time when a record is created. If the selected product has a stock = 0, then end workflow as canceled. This will prevent the Quote Product record from being created, and you can customize the message to say something to the user. (Using Real-Time Workflows to Show Error Messages)

Only downside is that it only runs when they try to actually create the records, not while they are actively using the Enhanced Experience to find products.

Another choice could be customizing the products system view so that only items with a stock > 0 are even available to choose?

Was this reply helpful? Yes No

Community site session details

Customizing "Enhanced experience for adding products" to prevent users from adding products

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Mansi Soni – Community Spotlight

Congratulations to the July Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Customizing "Enhanced experience for adding products" to prevent users from adding products

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Mansi Soni – Community Spotlight

Congratulations to the July Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates