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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to add exiting ...
Microsoft Dynamics CRM (Archived)

Unable to add exiting products to quote

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Posted on by Sales quote 10

Hi,

I have a trial account in dynamics 365. no  customization made.

1. I have created a new quote.

2. Added 'Name' , 'Price List' and 'Potential Customer' (Opportunity left blank as its not a mandatory).

3. Saved

4. When try to 'Add New Quote Line' 

I am not able to select any 'Exiting Product' or 'Unit' record.

As we have number of Product in the Product list.

 4113.Quote.JPG

' 

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  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: Unable to add exiting products to quote

    Make sure your quote has the right Price list set and also try changing the view of the lookup to display all the products.

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