Customer Engagement & Dynamics CRM Forum

Mobile App- Adding Multiple Products

  • 1.  Mobile App- Adding Multiple Products

    Posted 29 days ago

    I am on D365 online v9.  We implemented the multiple products feature to make it easier for our users, and it works great on the web, but there is not an option to add multiples on the mobile device.  These are the options I receive when i click the ellipses.  Is there something else that needs to be enabled?

    The first product (M20) was added because i added it to the Product field we have on the form and there is a workflow using Aiden Kaslela's Workflow Element "Kaskela's Workflow Elements: Sales- Add Line Item" to add the product in that field to the opportunity line.  Not sure if that is part of the problem or not.

    Any advice or suggestions are appreciated :)


    Jennifer Havir
    CRM Administrator
    Tennant Company
    Plymouth MN

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