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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Want to add multiple p...
Customer experience | Sales, Customer Insights,...
Answered

Want to add multiple products to quote in one go

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Posted on by Ravi Fulani 834

Hi,

Is there a way to add multiple products to quotes, as my user don't want to add products one by one as that cause multiple clicks. Any suggestions.

Thanks

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  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Want to add multiple products to quote in one go

    Hello, 

    Yes, this is possible if you use the online version of CRM. To do so, you need to activate "Enhanced add product experience" on the settings part of the product Catalog: 

    pastedimage1615488587563v1.png

    Then, on your offer, you will find a new button named "Add Products": 


    pastedimage1615488673802v2.png

    By clicking on this button, you will be able to add several products at the same time: 

    pastedimage1615488803286v3.png

  • LuHao Profile Picture
    LuHao 40,890 on at
    RE: Want to add multiple products to quote in one go

    Hi Ravi,

    Agree with Mehdi.

    You can read more information in docs.microsoft.com/.../add-products-enhanced-experience

    Please note that Enhanced add product experience is only available for Sales Enterprise instead of Sales Professional.

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