web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / sales quote products v...
Customer experience | Sales, Customer Insights,...
Answered

sales quote products view to look similar to opportunities

(1) ShareShare
ReportReport
Posted on by Samantha73 3,297
Hi All
We liked the way the products are displayed in a separate tab as in below in opportunity. Is there a way to customise the sales quote products section to appear as below in a separate tab and not hidden inside "related" drop down?:
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    HI,
     
    You can customize quote form and add a tab there and under tab you can add subgrid and select quote products there.
     
     
    Share here if you are facing any issue.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at
    My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
    To make the Sales Quote Products view similar to how products are displayed in a separate tab in Opportunities in Dynamics 365 Sales, you can achieve this through customization of the Sales Quote form. Here's a step-by-step guide to achieving this:

    Step 1: Open the Sales Quote Form for Customization

    1. Go to Settings > Solutions or Advanced Settings > Customizations > Customize the System.
    2. In the solution explorer, navigate to Entities > Quote > Forms.
    3. Select the main form (e.g., "Quote") that you want to customize and open it for editing.

    Step 2: Add a Subgrid for Products in a New Tab

    1. Create a New Tab:

      • In the form editor, click Insert > Tab from the top menu.
      • Name the tab something like "Quote Products" (or any desired name).

    2. Add a Subgrid to the Tab:

      • Inside the new tab, click on Insert > Subgrid.
      • In the subgrid properties, set the following:
        • Name: Quote_Products_Subgrid (or another descriptive name).
        • Label: "Products" (or your desired label).
        • Records: Choose Only Related Records.
        • Entity: Select Quote Line (or Quote Product, depending on your setup).
        • Default View: Choose the appropriate view (e.g., "Quote Line Items").
      • Click OK to save the subgrid configuration.

    3. Position and Format the Subgrid:

      • Resize and adjust the subgrid as necessary to fit the layout of your new tab.

    Step 3: Remove Products from the "Related" Menu (Optional)

    1. If you want to remove the "Products" option from the "Related" dropdown menu to avoid redundancy:
      • Go to Settings > Solutions > Customize the System.
      • Navigate to Entities > Quote > Navigation.
      • Find the Products node in the navigation menu and either:
        • Uncheck "Display in Navigation".
        • Or hide it using JavaScript if you need conditional control.

    Step 4: Save and Publish the Changes

    1. Save the changes to the form.
    2. Click Publish All Customizations to make your changes live.

    Step 5: Test the New Sales Quote Form

    1. Open a Sales Quote record.
    2. You should now see a separate tab labeled "Quote Products" with the subgrid showing the associated products (quote lines).
    3. Verify that users can view, add, or update products directly from this tab, similar to how it works in Opportunities.

    Optional Enhancements

    1. Customize the View:

      • If you want to show specific columns or data in the subgrid, customize the Quote Line Items View by:
        • Navigating to Settings > Customizations > Views.
        • Editing the view associated with "Quote Line Items" to include additional fields like price, quantity, or custom fields.

    2. Add Quick Create or Inline Editing:

      • Enable quick create or inline editing for the subgrid, allowing users to quickly add or edit quote products without navigating to a separate form.

    3. Set the Tab as Default (Optional):

      • If you want the Quote Products tab to be the default tab when opening a quote, adjust the tab order by:
        • In the form editor, select the Quote Products tab.
        • Click Show Tab > Default.

    4. Add Conditional Logic (JavaScript):

      • If you want to show/hide the tab dynamically based on user roles or record status, you can add custom JavaScript to the form's OnLoad event to control visibility.

    Comparison with Opportunity Products

    By following the steps above, your Sales Quote Products section will appear in a dedicated tab, just like the Opportunity Products tab in Opportunities. This ensures consistency and improves user experience, making it easier for users to manage products in Sales Quotes without relying on the "Related" dropdown.

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Add a new tab on quote form and then move existing/ create a new product sub grid.
     
     

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 196 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 129

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans