Knowledge Base - Cloud Connect

Configure New Button

This enhancement adds a Configure new button to the CPQ tab on the Released Product form in Dynamics 365 Finance & Operations. The button enables authorized users to launch the Experlogix configurator and create a new product configuration directly from a released product.

Only users assigned the Experlogix CPQ Released product role can view and access the CPQ action buttons.

Business Requirement

Users need the ability to initiate a new product configuration from a released product record without using the existing Configure functionality, which is intended for reconfiguration scenarios.

Modules > Product Information Management > Products > Released Product > CPQ:

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Functionality

When a user selects Configure new:

The Configure new button is meant to create a new released product.

The existing Configure button remains unchanged and continues to launch the Experlogix configurator for the selected released product. This action is intended for configuring existing product records.