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CRM 4.0 Product list groups

Răspuns propus CRM 4.0 Product list groups

  • 2012年5月16日 13:46
     
     
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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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  • 2012年5月16日 14:53
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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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  • 2012年5月17日 13:50
     
     
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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.

     
  • 2012年5月17日 15:56
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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.

     
  • 2012年5月22日 12:53
     
     
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    Hi Neil,

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

     
  • 2012年5月22日 14:59
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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.