We are announcing the ability to add or edit quote line details directly from a unified grid interface within Dynamics 365 Project Operations. This feature will reach general availability on May 31, 2025.
How does this affect me?This feature enhances the management of quotes, allowing users to add or edit quote line details directly from a unified grid interface. The feature provides information such as customer schedules, margins, costs, and budgets in the quote
lines,line detail, and allows seamless addition of new lines. These improvements streamline quote management to enhance functionality, accuracy, and efficiency.
What do I need to do to prepare?This message is for awareness and no action is required.
If you would like more information on this feature, please visit the
New Quote form experience documentation.