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CRM 4.0 Product list groups

Răspuns propus CRM 4.0 Product list groups

  • Wednesday, May 16, 2012 1:46 PM
     
     
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    Hi All,

    Is it possible in CRM 4.0, when adding products to an opportunity, to select a product "group" that will bring up or import specified products? I have some very standard "packages" I quote that will contain the same 5 to 10 items. I want to select a group and have all the items in that group appear. Then I only need to modify the quantity of each item. Also, while I do create standard quotes I create just as many non-standard quotes that can use any of the thousands of items in the price list.

    Thanks!

     

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  • Wednesday, May 16, 2012 2:53 PM
    Answerer
     
     
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    I guess you need to some development to achieve your scenario..one free add on for this is mentioned below for the same

    http://quoteadvantage.codeplex.com/

    MayankP
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  • Thursday, May 17, 2012 1:50 PM
     
     
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    Hi MayankP,

    It seems this product does not support Windows 7 64-bit. The latest release is September of 2008. It speaks of updates but looks like they were never completed.

     
  • Thursday, May 17, 2012 3:56 PM
    Moderator
     
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    Have you tried using the product "kits" feature? A system administrator can build a collection of products, called a kit, that can then be selected from the price list. When the kit is added, all the individual products are added to the opportunity (quote/order/invoice), but I'm not sure if you can subsequently amend the quanities and prices of the products within the kit, but it's worth exploring.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

     
  • Tuesday, May 22, 2012 12:53 PM
     
     
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    Hi Neil,

    Thanks for the reply. Where do I find the product "kits" feature?

     
  • Tuesday, May 22, 2012 2:59 PM
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    1. Log in to CRM.
    2. Click on the Help icon in the top right hand corner
    3. Search for 'kit'
    4. Follow the instructions provided.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.