Add multiple quantity discretely

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Posted on by Davyjones

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Hi Expert,

We are using D365 for sales and would like to see if we can add multiple quantities of the same product but discretely. For example, lets say in an opportunity, we are trying to add 3 chairs as opportunity products. Today we are able to add the quantity in the new enhanced experience and they show up as one line in the opportunity product with the quantity of 3, we would like to have them as three separate lines in Opportunity product because each one has a different property that we define by custom fields in opportunity product entity. To handle this case, currently we are adding chair three sperate times with one as the quantity closing and opening the dialog box multiple times.

Thanks in advance for your response.

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Leah Ju Microsoft Employee on at

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RE: Add multiple quantity discretely

Hi Davyjones，

If so, maybe you can try to use plugin to clone/copy entity records.

Please refer to the following link:

https://ayushsingroul.com/2022/07/04/clone-record-in-dynamics-365-ce-using-c-plugin-or-action/

https://nishantrana.me/2022/08/22/how-to-clone-a-record-in-dataverse-dynamics-365-c/

Also, you can use synchronous plug-ins, which are immediately executed.
Davyjones 1,299 on at

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RE: Add multiple quantity discretely

Hi Leah,

Thanks for your response, the problem with using powerautomate there is, its asynchronous and it takes time for it to execute on the background to duplicate the line. I was looking to see if there is a way to do it OOB and synchronous, but may be this is the only way out. Thanks for your response.
Verified answer

Leah Ju Microsoft Employee on at

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RE: Add multiple quantity discretely

Hi Davyjones,

For your question: my issues is repeating the steps of add product, select product, save and close and go over this again multiple times for the quantity of the same product.

Maybe you can create first opportunity product manually, then try to clone the first record directly to create other two records.

Refer to the following link to clone record:

https://balugajjala.wordpress.com/2017/06/01/clone-a-case-record/

https://www.encorebusiness.com/blog/dynamics-365-crm-clone-record-with-custom-button-and-workflow-action/

Or you can try to use flow to achieve it.

--Select the dynamic value of the corresponding field to fill.
Davyjones 1,299 on at

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RE: Add multiple quantity discretely

Hi Daniele,

Thanks for your response.

We have a way to update the custom fields in Opportunity product after the products are added, my issues is repeating the steps of add product, select product, save and close and go over this again multiple times for the quantity of the same product.

Also, its interesting that you say we can fill custom fields when we select the product in the add product button. Please share any links or article to have custom fields in add product, also if they can run business logics on that window, this might be a way to get over the above problem too.

Thanks again for your response.
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DAnny3211 9,276 Moderator on at

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RE: Add multiple quantity discretely

hi

It sounds like you want to add the same product multiple times with different properties, rather than adding a single product with a quantity of 3. To achieve this, you can use the "Add Product" button multiple times, each time with the desired custom fields for that particular product.

Instead of opening and closing the dialog box multiple times, you can use the "Add Product" button to add each product separately. To do this, follow these steps:

Open the opportunity record and navigate to the "Opportunity Products" section.

Click on the "Add Product" button.

Select the product you want to add and fill in the custom fields for that product.

Click "Save and Close" to add the product to the opportunity products list.

Repeat steps 2-4 for each additional product you want to add.

By using the "Add Product" button multiple times, you can add the same product multiple times with different custom fields and properties, and each product will appear as a separate line item in the opportunity products list.

DAniele