Friday, May 29, 2015

MSCRM 2015: Opportunity Products: What you need to know (Part 3)

This is part 2 of a series of posts about the ins and outs of opportunity products.

Searching for Products

As I’ve discussed in Parts 1 and 2, I chose to remove the Inline Edit View on the opportunity form so that when users want to add an opportunity product, they click the '+' and a new form opens. On this form, there are required fields that I wanted to fill in automatically for my users. The unit and quantity will almost always be the same for them so it made sense to auto-populate these fields rather than have them fill them in every time.

I created a business rule that runs when the Existing Product field contains data. Then it will populate the Unit and Quantity fields automatically.


Additionally, I did not want users to be able to override the pricing so I set this field to Use Default and then locked it.

Opportunity Products: What you need to know (Part 2)

 

2 comments:

Chanel Perfume Bag said...

In the website, you will notice a lot of sale events that usually last 3-5 days. They will inform all members of the starting date and you can start shopping like mad after that.

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