Popular Articles

761. Can a product not on the Price List be added to an opportunity?

     Last Updated: 15/05/2025 in Dynamics 365 Frequently Asked Questions
     Yes, when clicking ‘Add Product’ in the Product tab of an opportunity, you can deselect the Existing field and add a Write-In product. Please note – Use your Prefix before the product. This is important for any MI and being able to filter your pro...

762. How many products can I add to an opportunity?

     Last Updated: 15/05/2025 in Dynamics 365 Frequently Asked Questions
     You are able to add multiple products to an opportunity, but you they will need to be similar. For example, one software product may have several different modules. These can all be added to the same opportunity. If you have product types that are...

763. Can I view all opportunities for an account?

     Last Updated: 15/05/2025 in Dynamics 365 Frequently Asked Questions
     Yes, navigate to the account. Click into the Related tab> Select Opportunities. This will open to show the Opportunity Associated View, which includes open and closed opportunities. To change the view, click into the arrow to the right of Opportun...

• ← Back
• Viewing 761 - 763 of 763
• More →