Hello,
I have like 5,000 products to add to the product catalogue in the Dynamics 365, but i need to create unit group for each products. IS there anyway i can import the Unit Group (that contains Name and Primary Unit) or is there anyway i can make the unit group not required from the product list area in Dynamics 365???
I will appreciate your help.
Thanks
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Hello Hammed
You can ask your developer to always automatically create price list
item in CRM.
community.dynamics.com/.../auto-create-price-list-item-for-dynamics-crm-2011-products.aspx
It is easier later as basically in CRM, you cannot create a Quote and also key in
Opportunity product without having a Price List.
I know you might not need this because you don't have Price List for each
product and it seems like another additional work.
Let we know the usage and the purpose of this Price List:
1. Price List will be used to choose products that are parts of a Price List
as Price List Item
2. To get default pricing
3. To count the default extended amount, otherwise you have 0.
However, You can still choose product that is not a Price List Item of that
Price List, but you need to have Default Price List for that product.
So, for another word, yes, you need to have at least 1 Price List for 1
Product as the Default price List.
Anything you want to know about Default Price List you can see this post:
And since you said you have imported 500 products and you have the Excel
Template for Product, I would suggest you to continue this method, but now is
to Import the Price List Item.
The Price List Item is basically a combination of Price List and Product and
Unit.
And it is very recommended to have one Price List, as per I mentioned before,
you only need 1 Price List, at least, no need to have many Price List unless
you have 1 Product in different Price and Unit, for example:
1. Product ABC 1 PC in Price List Normal Price is $1000
2. Product ABC 1 PC in Price List Thanksgiving Promotion Price is cheaper,
$800
3. Product ABC 1 PC in Price List Clearance Sales November Promotion price is
even cheaper, it is $500
Then you need 3 Price Lists + 3 Price List Item for 1 Product ABC
But dont worry, you can still using the same method for your 500 Products,
that is using Import Wizard.
First, you need to create a Price List as I mentioned before.
You can refer to this link:
rc.crm.dynamics.com/.../importpricelist.aspx
You can download the Import Template:
From Data Management --> Templates for Data Import --> Choose Price List Item
And Download It.
Then you will have the .XML File and then you need to key in the Mandatory Field (a Bold column)
You can compare to the Price List Item'
If you only have a Price List then you can name it to Normal Price List, All, or Default Price List.
And to see what you have imported you can see this post as well:
niiranen.eu/.../working-price-list-items-dynamics-crm
I think if still using the Import Template it is the most efficient way for Sales people.
If you want to know more about Import Template you can refer to this link:
missdynamicscrm.blogspot.com/.../understanding-import-template-crm-2011-2013-fields.html
I hope this can help you.
Thank you.
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