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Adding Quote Products in Dynamics 365 in Unified Interface

Posted on by 37

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.   

  • JS-18071705-0 Profile Picture
    JS-18071705-0 37 on at
    RE: Adding Quote Products in Dynamics 365 in Unified Interface

    Thank you Henry.  I'll check out Phase 1.

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Adding Quote Products in Dynamics 365 in Unified Interface

    Hi Justin,

    Sorry for the late response. Thank you for your detailed feedback - this is something I passed on the PM responsible for this feature.

    Have you had a chance to look at the 2020 Release Wave 1 improvements to the "Add Products to Opportunities"?
    https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-sales/enhanced-experience-adding-products

    Can you please share your feedback on this experience as well?
    While I understand it's not available for quotes at this time, is that something you would be interested in?

    Henry

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