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Add write in products in existing products entity RRS feed

  • Question

  • Hi,

    How can i add write in products to existing products entity without updating my product master in CRM 3.0 quotes .

    As checked, the product first needs to be added in product master, then only i can add it in existing products.

    I dont want to add any product in Product master, i just want to add it in my write in products and the moment i save it should be automatically be reflected in existing products.

    Any help appreciated.

    Thanks and Regards,

    CRM Support.
    • Moved by Mathias Schiffer Wednesday, June 3, 2009 12:23 PM English Language Post (From:Microsoft Dynamics CRM)
    Wednesday, June 3, 2009 12:02 PM

Answers

  • Mathias -

    If you would like for write-in products to be automatically inserted into to the product master, this could be accomplished through some customization - it is not an out-of-the box feature in CRM.  The customization would likely need to account for duplicate product prevention, etc. - but it could be accomplished.

    Another way I've seen this addressed is to provide a report summarizing all write-in products and review it periodically to determine which ones should be added to the product master.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, June 3, 2009 5:23 PM
    Moderator

All replies

  • Mathias -

    If you would like for write-in products to be automatically inserted into to the product master, this could be accomplished through some customization - it is not an out-of-the box feature in CRM.  The customization would likely need to account for duplicate product prevention, etc. - but it could be accomplished.

    Another way I've seen this addressed is to provide a report summarizing all write-in products and review it periodically to determine which ones should be added to the product master.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, June 3, 2009 5:23 PM
    Moderator
  • I dont want to add write in products to Product master, i just want to add it in existing products entity instead of product master.
    Thursday, June 4, 2009 10:43 AM
  • The existing products field on a quote/order/invoice/opportunity is retrieving the list of products from the products catalog.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, June 4, 2009 11:48 AM
    Moderator