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Looking into this, I have begun putting together a product list to import. However what is the need for having the 'unit group' function and do I need it, if not how do I disable mandatory fields?
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Looking into this, I have begun putting together a product list to import. However what is the need for having the 'unit group' function and do I need it, if not how do I disable mandatory fields?

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Hi All,<br />
<br />
Just a quick question with regards to the process involved with importing a price list into CRM dynamics 4.0 which will used for to quote out of CRM.<br />
<br />
We have a price list in a csv format which contains the product codes, descriptions and RRP along with trade discounts pricing. However from looking at the CRM it appears as though I will need to first import the products then import a the price list, but I am a little lost on this as I have not had to do this before. If anyone can shed some light on this would be greatly appreciated. <br />
<br />
Many Thanks<br />
Adrian
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Hi All,

Just a quick question with regards to the process involved with importing a price list into CRM dynamics 4.0 which will used for to quote out of CRM.

We have a price list in a csv format which contains the product codes, descriptions and RRP along with trade discounts pricing. However from looking at the CRM it appears as though I will need to first import the products then import a the price list, but I am a little lost on this as I have not had to do this before. If anyone can shed some light on this would be greatly appreciated. 

Many Thanks
Adrian

CRM dynamics importing a price list

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.