Enhanced experience for adding product lines
Important
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 |
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Users by admins, makers, or analysts | ![]() |
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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.
Note
This capability is available in Dynamics 365 Sales Enterprise.
Thank you for your idea
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