Improve or simplify most common sales workflows
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| End users, automatically | - |  Aug 2, 2019 |
Oct 6, 2019 |
Business value
Simplified workflows will introduce ease of access to commonly used components. Enhancements to sales stakeholder and sales team management processes will help improve their productivity while offering flexibility in product management and UI-based product reparenting.
Feature details
- Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.
- Enhance the Opportunity form user experience.
- Support reparenting of products and the addition of properties at the product level (supported on both the legacy web client and Unified Interface). While defining a product catalog, admins can update the parent of a product, bundle, or family in cases where products need to be realigned. Additionally, they can add properties directly at the product or bundle level.
Note
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.
Note
This feature is available in the Unified Interface only.