I appreciate if anyone can point me to a granular view of best practice for adding quote products to quotes.
My organization is working to upgrade to 2019 Phase 2. I am struggling with the dramatic changes to the process for adding Quote Products to Quotes. This is one of the primary functions for our team. Is there a video of the process as it is intended to work? Add New launches a quick create form. (https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/editable-product-grid-forms indicates that entering products directly into the subgrid is no longer available ) I'll vomit a laundry list of my frustrations.
- Quote field is at top of list, doesn't populate quote name, but is required so it takes up real estate on the form with no purpose
- Focus should be int the Select Product switch, it is three tabs from there.
- Entering the existing product on previous version would allow you to tab out of the field and have it populate if there were no duplicates. I have tried a combination of keystrokes and it appears that I need to load the field, then select the search icon, then select the single item returned in the search list. Previous version, enter and tab away was certainly preferable.
- Unit, all of ours are Each. After I choose a product, screen displays required field error, shifting lower fields then resolves and resets.
- Save and Close is default. Save and new should be default so that we only have to open menu when we finish a quote, not every entry.
The function of adding products is in the support documentation with little detail on how the process plays out. I am hopeful that the steps can be streamlined.
