locked
MS CRM 2013 ONLINE - Product form RRS feed

  • Question

  • Is it possible to add a product same way like in CRM 2011 using order product form?

    Wednesday, October 16, 2013 11:24 AM

All replies

  • If you navigate to Products menu under the Order and then use the Add New Order Product button you will get the old Order Product form


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, October 16, 2013 12:45 PM
    Moderator
  • If you navigate to Products menu under the Order and then use the Add New Order Product button you will get the old Order Product form


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Actually I don't have Products under the common tab. Do I need to activate something first or where I am going wrong? The CRM I use is oob without any customizations.

    Friday, October 18, 2013 5:33 AM
  • I had the same options like you in the OOB CRM. Had to customize the Form and add 'Product' relationship under Common in the left pane. See below

    Hope this helps!


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Saturday, October 19, 2013 5:25 AM
    Saturday, October 19, 2013 5:24 AM