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Showing posts from February, 2010

Import MS CRM Product Catalog : Step by Step Part 1

Hi, Imagine you are working on a project where the client's business has hundreds of products such as a Telecommunication company. When you ask for a list of products they deal with, they give you lengthy brocures with rates, tariffs etc. How would you go about transforming those flashy brochures into MS CRM Products with different categories, product lines, price bundles etc. Here I describe a step by step technique to import your whole Product Catalog that includes Units, Unit Groups, Products and Pricelists. > Gather a list of all possible categories, types, map those into one or more MS CRM fields on Product entity : example  Product Type, Subject etc. * Subject can be really useful in terms of grouping products for Knowledge base articles and Cases are you would generate Cases for select Product; and Sales Literature categoriazation. > List down those categories in a CSV file, import Sujbects, refer to one of my previous posts on this. > List all the Unit

Setting up Service Scheduling in MS CRM

The default MSCRM doesn't provide service scheduling by default, it needs to be set up and there are a number of steps involved as described below: 1) Create a Service, i.e. define a Service or a Job to be done Go to MS CRM > Settings tab > Business Management > Services ( 3rd from top in the right side)          Click New to Create a new service, you can see existing services in the list below     Give name to the Service, choose how the time will appear in Calendar against that Service when scheduled,  Default duration is usual time take to perform the service which is editable at the time of booking the Service Start activities every ... lets you define time slots for the entire day for the Service , for example : for a service with default duration of 30 mins and start activities every hour starting from 9 AM will have time slots  such as : 9-9:30  , 10-10:10 like wise, hence it wont be possible to choose a 9:30-10 slot which may be the norm as per organization st