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Filters in add products view doesn't work

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Posted on by Arttu1

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Hi,

I am trying to filter out products in the "Add Products" views. However, it seems that these filters do not work at all in the "Add Product" views (I tried with both Opportunity and Order).

We have enabled the "Enhanced experience for adding products" feature. I tested different filters in these views. Is this some kind of bug, or is there another view that I need to modify? I am curious because I don't see any filters in these default views, but there are clearly some basic filters enabled (e.g., inactive products are filtered). Please check the attached picture below.

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Microsoft Dynamics CRM

addproductfilterp...

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Jimmy Passeti | MVP 160 on at

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Filters in add products view doesn't work

Heey,

If you are using the Old interface for add products, you can do this:

On the Opportuinty Line (or quote or Order), click to add a product and than click on "Advanced Lookup".

After that, you will be able to check what is the View that need to be changed to modify the filter.

If you are using the "Enhanced experience for adding products", than it´s not possible.

Customize the Add Products dialog

Regards,
Jimmy Passeti | Microsoft MVP
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