Enhanced experience for adding products to opportunities

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

As announced in this blog post, Microsoft is making some changes to the update schedules in April in response to COVID-19. The April 2020 release wave 1 updates will be generally available as mentioned in the Dynamics 365 and Power Platform release plans. More information is available in the product-specific FAQs. We will continue to release critical updates for Dynamics 365 applications and Power Platform, and are extending the deprecation timelines for some capabilities to give customers and partners additional time to make the transition. Microsoft is committed to supporting to our customers and partners in these uncertain times.

Enabled for Public preview Early access General availability
End users by admins, makers, or analysts This feature is released. Feb 3, 2020 - Jul 2020

Business value

Dynamics 365 Sales holds a vast amount of customer information that feeds into pipeline management, product procurement, and overall sales tracking. To ensure these are managed properly, opportunities must accurately reflect customer interest. To achieve this, sellers are required to update opportunities regularly to reflect the purchase intent for every product, as it arises, even if sellers manage a wide range of products.

Keeping opportunities current competes with selling activities as well as many other repetitive tasks, which means oftentimes, product information is either excluded or not updated to reflect the latest customer interest. In the 2020 release wave 1, we simplify and expedite matching products to opportunities, reducing friction and motivating sellers. With this feature, sellers can add products quickly and intuitively, with minimal effort.

Feature details

  • Look up products directly from the catalog: Search and find products based on free text across name and description columns within the Product entity. Filter products based on product family or predefined views to simplify and expedite finding the right product.
  • Explore product details inline and compare products to make an informed selection: View additional information for each product before selecting it.
  • Add multiple products at once: Select multiple products at the same time to save time and increase productivity.

Add products to an opportunity

Product details

Search and select products

Note

This feature is available in the Unified Interface only. This capability is available in Dynamics 365 Sales Enterprise.

See also

Add products to an opportunity by using the enhanced experience (docs)