Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filters in add product...
Customer experience | Sales, Customer Insights,...
Suggested answer

Filters in add products view doesn't work

(1) ShareShare
ReportReport
Posted on by Arttu1 12

Hi,

I am trying to filter out products in the "Add Products" views. However, it seems that these filters do not work at all in the "Add Product" views (I tried with both Opportunity and Order).

We have enabled the "Enhanced experience for adding products" feature. I tested different filters in these views. Is this some kind of bug, or is there another view that I need to modify? I am curious because I don't see any filters in these default views, but there are clearly some basic filters enabled (e.g., inactive products are filtered). Please check the attached picture below.

Categories:
Microsoft Dynamics CRM
addproductfilterp...
  • Arttu1 Profile Picture
    Arttu1 12 on at
    Filters in add products view doesn't work

    Hi Jimmy,

    Thank you for your reply. As I mentioned, we are using the new interface to add products. I followed your instructions to modify the view, but it doesn't seem to affect the new interface. It's a bit strange that we can't easily modify filters for this new add products interface. Does anyone have any ideas on this?

  • Suggested answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 162 on at
    Filters in add products view doesn't work
    Heey,
     
    If you are using the Old interface for add products, you can do this:
    On the Opportuinty Line (or quote or Order), click to add a product and than click on "Advanced Lookup".
     
    After that, you will be able to check what is the View that need to be changed to modify the filter.
     
     
     
    If you are using the "Enhanced experience for adding products", than it´s not possible.
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Share Your Event with the Community

Jump start your event engagement! 📢

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans