Import Quote Products in CRM 2011

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  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