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Customer experience | Sales, Customer Insights,...
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filterable list of products

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Posted on by 197

Hello,

Things I'm trying to achieve:

I'm trying to somehow display the list of Products inside the Quote entity.

1. I want to create some kind of a 'Product Catalog' which will have it's columns.

2. I want to be able to filter this list of Products. (I imagine there will be columns and I will have individual filtering for each one, I need this because there are a lot of products and I need to really narrow down the options)

3. I will choose specific products from the filtered list mentioned in the 2nd step.

4. Ability to modify some columns of the selected product(s) is desirable. Ability to see some kind of calculations based on chosen products is also desirable.

5. Finally I want to add this product to quote, meaning I want to add it to the 'Product Catalog' mentioned in the first step.

What I have tried:

I added two sub grids to the Quote main form, the first one would list all the products and give me the possibility to filter it and add it to the second subgrid with the ribbon button click. But I failed on this step because button wasn't showing up and also there was a problem with adding filters to the first subgrid. Also as I found later I couldn't use the editable subgrid in on prem v9.

Thing I could try:

I could make a web resource which would be a table listing all the products with paging and filtering, but I don't like this solution because of the vast number of products and I don't feel that filtering with js would be a good idea.

What I want to hear:

Have you dealt with such scenario ? What advice could you give me ?

  • Verified answer
    magical Khachapuri Profile Picture
    magical Khachapuri 197 on at
    filterable list of products
    I built a html/js page, which is using DataTable library. I'm using it to make required manipulations. As of now I don't really remember why we didn't stick with the quote lines, but all I can say is that we are working in v9 on-prem and the requirement was to create a Quote product based on the already existing data in crm and to make calculations as well.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: filterable list of products

    Hi Partner,

    Why not just use the Quote Line (quoteproduct) entity to get products on Quote?

    Product and Quote Line have 1:N relationship, Quote and Quote Line have 1:N relationship.

    pastedimage1677745136270v1.png

    And you can filter product based on price list.

    When a price list is selected for the opportunity, the products listed in the Existing Product field are filtered by the price list. This means that only the product associated with the selected price list are shown in this field. 

    https://learn.microsoft.com/en-us/dynamics365/sales/add-product-quote-order-invoice#add-a-product 

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