Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Need help about showing existing products in entity of CRM4.0 RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi All,

    I create Products in CRM4.0. Then i created quote.Once we created quote then if the left side details navigation pane there one item"Existing Products". When i click this it didn't show any existing products in the grid view. Please let me why it happend?

    Then I created "New Quote Product". But it didn't show any nw quote products even i created new quote product.What happend?

    And also the crm didn't show any existing products if whatever the entity has "Existing Products " option.

    Please let me know why it happend?

    Please let me your valuable information about this.

    I would be very happy if anybody gives earlier response.

     

     

     

    Thanks & Regards, Sudhakar
    • Moved by DavidBerryMVP, Moderator Thursday, November 18, 2010 11:25 PM Not a development-related inquiry (From:CRM Development)
    Thursday, November 18, 2010 6:19 PM

Answers

  • Question
    Sign in to vote
    2
    Sign in to vote

    Hi Sudhakar, in order to use the standard product-based features (opportunities, quotes, orders and invoices) you have to set up your product catalogue first. This means creating the products (which you have done), unit groups and discount lists (optional), and also adding the products to price lists. Once you have completed the product catalog, you'll be able to add products to quotes.

    Regards, Neil

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, November 19, 2010 6:43 AM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    You can attach two kinds of Quote Line Items to a Quote:

    • Existing Products
    • Write-In Products

    "Existing Products" are a way of linking previously created CRM Products to a Quote as a Line Item.  You won't see any entries in this view until you have created a 'New Quote Product'.

    "Write-In Products" are a way of linking arbitrary, non-Product related, Line Items to a Quote.

    I don't know why your 'New Quote Product' isn't displaying.  Did it error? 

    --pogo (pat)
    Thursday, November 18, 2010 11:01 PM
  • Question
    Sign in to vote
    2
    Sign in to vote

    Hi Sudhakar, in order to use the standard product-based features (opportunities, quotes, orders and invoices) you have to set up your product catalogue first. This means creating the products (which you have done), unit groups and discount lists (optional), and also adding the products to price lists. Once you have completed the product catalog, you'll be able to add products to quotes.

    Regards, Neil

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, November 19, 2010 6:43 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thank you very much Neil Benson.I got it.
    Thanks & Regards, Sudhakar
    Friday, November 19, 2010 10:32 AM