Tip #326: Defaulting to “Existing” Opportunity Products

Screenshot 2015-02-17 07.14.05

In Dynamics CRM 2013 and 2015, if you use the opportunity line item (opportunity products) subgrid, when you click the + sign, you get the choice to add an existing product or a write-in product. But sometimes you don’t want users to use write-in products. If the users must sell something from the price list, […]