Accurate close dates and revenue estimates are essential for managing opportunities in Dynamics 365 Sales. But relying on gut instinct isn’t enough to drive smart decisions. By using the built-in product catalog, you can calculate real revenue, improve forecasting, and easily generate professional quotes in Dynamics 365. Here’s a step-by-step guide to help you get started.
Watch the video on Adding Products and Sending Quotes in Dynamics 365 Sales
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Step 1: Start Your Opportunity the Right Way
To begin, when you create a new opportunity, you’ll enter an estimated close date and a rough revenue amount. Most people simply type in a number based on instinct, but that’s just a placeholder—it’s not based on actual product pricing.
To get better insights, you’ll want to connect your opportunity with real products from your catalog.
Step 2: Add Products to the Opportunity
Next, head over to the Products tab in your opportunity record. But before you start adding anything, be sure to complete these two important steps:
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Select a price list
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Change the revenue calculation from User Provided to System Calculated
Once that’s done, you can begin adding products. As you do, Dynamics will automatically update the estimated revenue—giving you a more accurate, data-driven number.
We explored how to use products with opportunities in our two-part series, Mastering the Sales Cycle.
Step 3: Speed Things Up with the Enhanced Product Experience
While you can add products one by one, this can become time-consuming if you’re dealing with multiple items. To save time and work more efficiently, enable the Enhanced Experience for Adding Products in the Sales Hub settings.
Once activated, this feature gives you a much more intuitive screen. From here, you can:
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Add multiple products in one go
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Adjust quantities on the fly
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Browse through different product families (like Brewers or Coffee Blends)
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View a summary before saving everything to your opportunity
This enhanced layout makes bulk product entry quick and painless.
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Step 4: Customize Pricing (If You Have Permission)
Depending on your security role, you may also have the ability to override default pricing. For example, if a client places a large order, you can offer a discount by adjusting the unit price—right within the opportunity.
This adds flexibility while still keeping your process structured.
Step 5: Generate and Send a Quotes in Dynamics 365
Once your products are in place, it’s time to create a quote. Simply switch to the Quotes tab and click New Quote. Dynamics 365 will automatically generate a quote based on everything you’ve added.
From there, you can use the Export to PDF button to download a professional-looking quote and email it directly to your client—all without leaving the system.
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At enCloud9, we specialize in helping businesses get the most out of Dynamics 365 Sales. With over 15 years of experience, our team delivers tailored CRM solutions that streamline processes, boost productivity, and drive results.
Whether you need help setting up your product catalog, sending quotes in Dynamics 365, or improving forecast accuracy, we’re here to help. Our personalized approach means you won’t get a one-size-fits-all setup—you’ll get a system built around your goals.
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Liked this video? You’ll also want to check out our blog or video on how to add your product catalog to Dynamics 365 Sales.
