Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Price List help needed

(0) ShareShare
ReportReport
Posted on by

We attempted to delete old products / price lists. We really only need 1 price list with 3 products (currently named with 21 in our system.) The challenge we are running into is that we can’t remove old options because they are connected with old closed out opportunities. How can we clean up the system so that data entry on opportunities is streamlined and sales users can find the proper products / price lists quickly? The new UI interface has made it so there are more steps and it’s more challenging to add the products the “product line” section that is required for our sports opportunities.

    • Verified answer
      prt33k Profile Picture
      prt33k 6,907 on at
      RE: Price List help needed

      Hi,

      You should deactivate the old product/price list and not delete them.

      These entities are master data and should be kept in the system for audit purposes.

      Deactivation will hide these records from lookup and you should be good to go.

      Thanks,

      Prateek

    Under review

    Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

    Helpful resources

    Quick Links

    Congratulations 2024 Spotlight Honorees

    Kudos to all of our 2024 community stars! 🎉

    Meet the Top 10 leaders for December

    Congratulations to our December super stars! 🥳

    Start Your Super User Journey Pt 2

    Join the ranks of our community heros! 🦹

    Leaderboard

    #1
    André Arnaud de Calavon Profile Picture

    André Arnaud de Cal... 291,883 Super User 2024 Season 2

    #2
    Martin Dráb Profile Picture

    Martin Dráb 230,569 Most Valuable Professional

    #3
    nmaenpaa Profile Picture

    nmaenpaa 101,156

    Leaderboard

    Product updates

    Dynamics 365 release plans