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