How do i set up the columns that list the products in the opportunities or quotes and save that for future uses.

Kevin P 0 Reputation points
2026-07-20T19:39:02.1933333+00:00

I want to clearly see the products on the quotes and to adjust which columns are shown. I want to save that as the default view.

Microsoft 365 and Office | Development | Other
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  1. Michelle-N 20,645 Reputation points Microsoft External Staff Moderator
    2026-07-21T08:49:20.1266667+00:00

    Hi @Kevin P

    Could you please confirm which platform or app you are using? For example, are you working in Dynamics 365 Sales Hub, Dynamics 365 Sales Professional, or a custom model-driven app?

    If your question is about setting up the columns shown when adding products to Opportunities or Quotes, this is usually related to customizing the Add products dialog in Dynamics 365 Sales. Microsoft documentation states that the Add products dialog can be customized by adding or removing columns in the product grid, adding attributes to the Product column, and customizing searchable fields. These changes can be published so they apply for future use in the relevant Opportunity, Quote, Order, or Invoice product dialog.

    Since this is a Dynamics 365 Sales configuration/customization question, I recommend posting it in the Dynamics 365 Sales/Customer Experience forum, where Dynamics product experts and community members can provide more targeted guidance based on your app version and environment setup.

    Thank you for your patience.

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