Dynamics 365 CommunityForums Dynamics 365 general forum How to edit and create...

How to edit and create Product Suggestions(Quote/QuoteDetail) Labels?

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hello,

The Default Labels for the Product Suggestions don't work for us and we needed to change: Up-Sell, Cross-sell, Acessory and substitute to something else and i also created another new option.

I made this changes in the optionset field "Sales Relationship Type" in the "Product Relationship" Entity.

The problem is: when i go to the product, i can indeed create a Product relationtship with these labels, even the new one that i created, but when i select this same product in a quote and go to the suggestions, the old labels remain there, and the related products that use the newly created product relationship don't appear at all.

I scoured the entire default solution, and i don't find the place where i can change the labels that appear in the quote suggestions.

Can anyone provide some kind of solution or clarification?

Thanks in advance,

Categories:

Customization / Solutions / SDK and API

All responses (2)

Answers (1)

Community Member Microsoft Employee on at

Like (0)

Report

RE: How to edit and create Product Suggestions(Quote/QuoteDetail) Labels?

Hi Lu,

I also suspected that to be the case but at least now I know I need to work in finding another solution.

Thank you very much for the confirmation, appreciated.
Verified answer

LuHao 40,872 on at

Like (0)

Report

RE: How to edit and create Product Suggestions(Quote/QuoteDetail) Labels?

Hi Sérgio,

Unfortunately, the Suggestions tab of Quote Product Inline cannot be customized.

Hope this helps.

Best Regards,

Lu Hao