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Remove Cross Sell, Up Sell, and Substitute from Quote Product Suggestions

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Posted on by BM-10051755-0

Hi, our users only need to see Accessory. We do not need Cross Sell, Up Sell, or Substitute. Having those sections in the form makes it cumbersome, because there are so many accessories to scroll through. It would be easier if those other options were removed from the form, but I can't figure out how to do that.

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Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at

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To remove Cross-Sell, Up-Sell, and Substitute sections from the Product Suggestions form in Dynamics 365 Sales:
Option 1: Hide Sections via Form Customization

Open the Form Editor

Go to Power Apps → Solutions → Open your solution.

Select the Opportunity entity → Open the Main Form.

Remove Unwanted Tabs/Sections

Find the "Product Suggestions" tab (or related sub-grids).

Select and delete the sections for:

Cross-Sell

Up-Sell

Substitute

Keep only the "Accessories" section.

Save & publish the form.

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BM-10051755-0 6 on at

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Thank you. I can get to the Quote form (we use that more than Opportunity), but I cannot find the Product Suggestions tab.

I tried opening an active quote from this view, and am able to click on Suggestions, but the screen flashes and then nothing happens. It's possible my Mac is trying to block something, but I'm not seeing a pop-up to enable.

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