Dynamics Community Forum Thread Details

Allow user to change product price

Hello,

how do I free the user to add a product outside the catalog and to be able to replace the price of a product?

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My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.

To allow a user in Microsoft Dynamics 365 Sales to add a product outside the catalog and replace the price of a product, you need to adjust security roles and system settings.

Step 1: Allow Adding Products Outside the Catalog

Go to the Dynamics 365 Sales Hub:
- Navigate to the App Settings area (e.g., in Sales Hub).
Adjust System Settings:
- Go to Advanced Settings (click the gear icon in the top-right corner and select Advanced Settings).
- Navigate to Settings > Administration > System Settings.
- In the Sales Tab, locate the setting for Adding products that are not in the catalog:
  - Set the option "Allow adding products that are not part of the catalog to opportunities, quotes, orders, or invoices" to Yes.
- Click OK to save.

This setting allows users to add products that are not part of the product catalog when creating opportunities, quotes, orders, or invoices.

Step 2: Allow Users to Override Product Prices

Adjust Security Role Permissions:
- Navigate to Settings > Security > Security Roles.
- Open the security role assigned to the user (e.g., Salesperson).
Modify Pricing Permissions:
- Go to the Core Records Tab within the security role.
- Ensure that the user has Read, Write, and Append privileges for Price List and Product.
- Go to the Sales Tab and confirm that the user has similar privileges for Opportunity, Quote, Order, and Invoice entities.
Enable Price Override:
- Ensure the user’s security role allows overriding product prices by verifying the Override Price Lists privilege is enabled (this setting allows users to replace or override pricing for products).

Step 3: Testing the Functionality

Log in as the user and test creating an Opportunity, Quote, Order, or Invoice.
Add a product manually (outside the catalog) to confirm it works.
Change the product price directly on the record to ensure the user can override pricing.

Troubleshooting Tips

If the user still cannot add products outside the catalog or override prices:
- Double-check the user's security roles and ensure no conflicting roles are limiting permissions.
- Verify the correct Price List is associated with the transaction.
- Confirm that the System Settings changes have been applied successfully.

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