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Customer experience | Sales, Customer Insights,...
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Adding Products (preview) experience not using Default Price List items

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Posted on by 40

One feature my clients use regularly is the default price list to identify the standard pricing for the sales team to use, then they add the exceptions to the unique client or region price lists. When a product is not found on a client or region price list, they will pull on the product to leverage the default pricing for the team, but with the new preview experience, the product that is not on the price list can't be added. Is this a glitch or feature that hasn't been rolled out yet? We'd like to use the new experience in our future rollout, but also don't want to show this GREAT experience at all if it can't accommodate that default price list that they have been using for years. 

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    Hope this helps you:

    Populate product outside of Price List - Dynamics 365 Customer Service Forum Community Forum

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

  • Tara C Sinclair Profile Picture
    40 on at

    Hi Frank,

    That solution works just fine in the original process to add products. I'm working with the preview feature where you can add multiple products at one time to an opp or quote. This is where I'm unable to pull in a product from the default price list on the product. This preview feature appears to ONLY display the price list items on the selected price list.

    Thanks,

    Tara

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