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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

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2 REPLIES 2
Mira_Ghaly
Dual Super User
Dual Super User

@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.

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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

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