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Bulk Update: Add Opportunity Products to existing Opportunity

Posted on by 75

Hi all,

Is there a way to do a bulk import (or run a workflow?) to create Opportunity Products on an existing Opportunity?

Given the 1:N relationship, I had thought that I could use the Invoice Product Import Template, but there is no Opportunity Column on the template.  I don't imagine that simply adding a column onto the template is going to attach the Product to the Opportunity.

Can anyone advise if they have done a bulk update of Products onto Opportunities?  And how?

Thanks,

Tarjani

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Bulk Update: Add Opportunity Products to existing Opportunity

    Hi Tarjani,

    I would recommend you use the second solution in the thread provided by Mehdi, which is to use the template of Opportunity Products to import.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Bulk Update: Add Opportunity Products to existing Opportunity

    Hi, 

    Please refer to this thread: 

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/138268/import-products-in-opportunity

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