Enhanced experience for adding product lines


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Mar 30, 2021 - May 30, 2022

Business value

Products in the catalog are often arranged in a hierarchy. Having the ability to browse the product hierarchy and look for products in specific categories will help sellers build quotes quickly.

Feature details

The following enhancements are made to the Add product experience:

  • Add multiple products at one go: The enhanced experience lets you find and add multiple products at one go.
  • Updated experience for optimal screen usage: Update to the existing preview experience to allow more optimal usage of screen space to search and find the right products in the catalog or price list.
  • Configurable product line information: Customize what information to provide about the product line in the Add Products dialog box.
  • Inline product details: View additional information for each product along with the product name before selecting the product.
  • Use enhanced experience from quote, order and invoices: Leverage the new, improved experience for adding product lines from quotes, orders, and invoices.


This capability is available in Dynamics 365 Sales Enterprise.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.

See also

Find and add multiple products to an opportunity (docs)