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Quick question regarding quotes/opportunities RRS feed

  • Question

  • HI

    I just want to ask a question that is causing me a headache.

    We are a distributor of software product
    I have a customer FRED who wants to buy a product from our vendor WIDGETS
    We have a reseller JOHN who is the preferred reseller of FRED
    I need to create and opportunity for FRED, but need to quote JOHN.

    What is the best way to do this... is to :

    1. Create an opportunity for JOHN and put a relationship to FRED and so quote JOHN?
    2. Create an opportunity for FRED (to reflect the customer in the pipeline) and place an OPP relationshio to JOHN. In this case when I do the quote it seems to create it for FRED. How do I make it to JOHN but still keep the link?

    Jay
    Thursday, December 10, 2009 10:52 AM

Answers

  • One possible way can be; You can customise the opportunity entity to add a new lookup field for Accounts or Contacts which can save your relationship for preferred Reseller (John) and built-in customer field can still be used to save your customer Fred.

     


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    • Marked as answer by Jay.at.Teqdis Thursday, December 10, 2009 2:47 PM
    Thursday, December 10, 2009 11:26 AM
    Moderator
  • Check out Georged's blog post;

    http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx
    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    • Marked as answer by Jay.at.Teqdis Thursday, December 10, 2009 2:47 PM
    Thursday, December 10, 2009 12:39 PM
    Moderator

All replies

  • One possible way can be; You can customise the opportunity entity to add a new lookup field for Accounts or Contacts which can save your relationship for preferred Reseller (John) and built-in customer field can still be used to save your customer Fred.

     


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    • Marked as answer by Jay.at.Teqdis Thursday, December 10, 2009 2:47 PM
    Thursday, December 10, 2009 11:26 AM
    Moderator
  • Thanks Umar

    I have done that. and it is great. I created a N:1 and an attribute that is a lookup to the account name.

    I wanted to ask you how I can make that lookup filtered so I only see CUSTOMER flagged accounts.

    Jay
    Thursday, December 10, 2009 12:30 PM
  • Check out Georged's blog post;

    http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx
    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    • Marked as answer by Jay.at.Teqdis Thursday, December 10, 2009 2:47 PM
    Thursday, December 10, 2009 12:39 PM
    Moderator
  • Several CRM software packages are available, and they vary in their approach to CRM. However, as mentioned above, CRM is not just a technology but rather a comprehensive, customer-centric approach to an organization's philosophy of dealing with its customers. This includes policies and processes, front-of-house customer service, employee training, marketing, systems and information management. Hence, it is important that any CRM implementation considerations stretch beyond technology toward the broader organizational requirements.

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    • Proposed as answer by power4u Thursday, December 10, 2009 2:57 PM
    Thursday, December 10, 2009 2:57 PM