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Import Quote Products in CRM 2011 RRS feed

  • Question

  • Hi 

    I am not that good with CRM and I need some help with importing some products in a quote.

    I have an excel file with these columns product name product code price and qty

    In crm i have a field in each product that has its unique product code.

    I want somehow to import the excel in a quote that either is created itself or it is created by me before the import.

    I have found out how to import other entities in CRM like products contacts etc. but I dont know how to associate the products with the quote and the product id from excel with the field in CRM 

    Thanks in advance


    • Edited by sethgr Wednesday, December 18, 2013 11:05 AM
    Wednesday, December 18, 2013 11:01 AM