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...
This blog is about a software product called Dynamics CRM by Microsoft, where as CRM stands for Customer Relationship Management.