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Allow user to change product price

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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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    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 498 Super User 2025 Season 1 on at
    Allow user to change product price

    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

    1. Go to the Dynamics 365 Sales Hub:

      • Navigate to the App Settings area (e.g., in Sales Hub).
    2. 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

    1. Adjust Security Role Permissions:

      • Navigate to Settings > Security > Security Roles.
      • Open the security role assigned to the user (e.g., Salesperson).
    2. 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.
    3. 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

    1. Log in as the user and test creating an Opportunity, Quote, Order, or Invoice.
    2. Add a product manually (outside the catalog) to confirm it works.
    3. 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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