cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
noeismet
Regular Visitor

Price list not populating when creating an opportunity in the Partner Portal.

Hello, 

 

I just deployed a Partner Portal for my production environment with Dynamics Sales. 

In the Partner Portal, when creating an opportunity, I am unable to find a price list while I made sure that I assigned a price list to both the Partner account (the one signed into the Portal) and even to the End Customer (in case that was the problem).

Despite this, there's no price list populating and it only works when I add the price list in the opportunity in Dynamics. I then can add products to the opportunity, but I don't see the products in the product list in the Partner Portal. 

I checked if the web role was correctly configured but could not find any issue. What am I missing?

 

Thanks in advance, 

Noé

1 ACCEPTED SOLUTION

Accepted Solutions
noeismet
Regular Visitor

Hello @Mira_Ghaly , actually, I found where the problem was: 

1) yes the entity permission was set 

2) it was the Partner Price list which was not set as "Partner Visible". 

Noé

View solution in original post

2 REPLIES 2
Mira_Ghaly
Dual Super User II
Dual Super User II

@noeismet 

Have you enabled entity permissions on the price list?

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here
noeismet
Regular Visitor

Hello @Mira_Ghaly , actually, I found where the problem was: 

1) yes the entity permission was set 

2) it was the Partner Price list which was not set as "Partner Visible". 

Noé

View solution in original post

Helpful resources

Announcements
PA_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Power Query PA Forum 768x460.png

Check it out!

Did you know that you can visit the Power Query Forum in Power BI and now Power Apps

Carousel 2021 Release Wave 2 Plan 768x460.jpg

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

R2 (Green) 768 x 460px.png

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.

Users online (1,656)