Customer experience | Sales, Customer Insights,...

Filters in add products view doesn't work

(0) Share

Report

Posted on by Arttu1

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.

Categories:

Microsoft Dynamics CRM

addproductfilterp...

I have the same question (0)

All responses (2)

Answers (0)

Arttu1 13 on at

Like (0)

Report

Filters in add products view doesn't work

Hi Jimmy,

Thank you for your reply. As I mentioned, we are using the new interface to add products. I followed your instructions to modify the view, but it doesn't seem to affect the new interface. It's a bit strange that we can't easily modify filters for this new add products interface. Does anyone have any ideas on this?

Was this reply helpful? Yes No
Suggested answer

Jimmy Passeti 585 Most Valuable Professional on at

Like (0)

Report

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
✅ Please mark as Verified if this answered your question!

Was this reply helpful? Yes No