Customizing Opportunity Product Add Dialog in Dynamics 365: Renaming and Filtering Related Vendors

Sohom Ghorai 0 Reputation points
2024-03-28T05:29:47.9866667+00:00

I'm seeking guidance on customizing the Opportunity Product add dialog within Dynamics 365. Specifically, I want to rename the dialog from its default label to "Add Programs". Additionally, I have a lookup field named "Vendor", and I'm interested in filtering it to show only related vendors for existing products.

Could anyone offer suggestions or solutions on how to effectively accomplish this customization within Dynamics 365? Any insights would be greatly appreciated. Thank you.

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