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Product Catalog w/options for an Opportunity

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Hello D365 Community!
 
Have a question here and looking for thoughts/answers (if possible).  Here is my scenario -
  • Sales Manager is using the Opportunity module tied in w/Product Catalog.
  • Sales Manager selects base /Service A/ to offer to potential customer on Opportunity.
  • Once Sales Manager selects /Service A/ to offer, an additional /something/ (menu, 2nd product catalog, other???) opens and allows the Sales Manager to also offer /Option A/, /Option B/, /Option C/, etc...  Sales Manager can choose none, one, or more to add to base opportunity.  Think upsell or cross sell.
    • /The Catch/ - Option A, B, C, etc... are only shown/available if Service A has been selected.  If Service B (or C or D...) instead of A was selected, Option A, B, C are not even seen.
  • There may be times when an additional Service might need existing Options so in theory, Option B could be a choice for Service A, D, and F
I think it can be done, but just looking at thoughts on this and if anyone has ever worked on something like this.
 
Appreciate any thoughts or insight on this.
 
Thanks!
 
Joe
 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,029 Super User 2024 Season 2 on at
    Product Catalog w/options for an Opportunity
    Hi, I think it is possible if it is completely customized. There is no such tree query functionality in the standard.
    You can create a List page, or a Wizard (NavigatePage) page to handle this.
     
     
    Thanks.
    ZHU
     

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