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Microsoft Dynamics CRM (Archived)

Adding a Large Number of Product Line Items within a Quote

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Posted on by 90

In MS Dynamics CRM 2013, I am trying to find an easier way to handle Quotes that have a large # of Product Line Items. For example, I may have to create a Quote of 100+ Write In Products. I already have the 100+ Write In Products in an XLS/CSV spreadsheet that has Product Name, Price Per Unit, Quantity, Product Description, etc. We can manually enter, or copy/paste one data element at a time. However, that is very time consuming for Quotes with a large # of Write In Products. Is there a way to import the XLS/CSV list of product information directly into the Quote? Thanks in advance for your insight.

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  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Adding a Large Number of Product Line Items within a Quote

    Hi Gary,

    Yes.

    You can use the Import Template of Quote Product for new Product Line Items.

    Go to Data Management -> choose Templates for Data Imports.

    But, since it is a Product Line Item, you need to have the Quote header first then you use the Quote ID as the reference to link the item lines to the Quote.

    Using this Data Import will help you to do bulk import using Excel with the format same as the data required by CRM in the Form.

    Then as usual, do your import task, import to the Quote Product entity and mapping it (if you didn't change any field name, it should be fine if you using import template, no need to change the mapping).

    Hope this helps!

    Thanks.

  • Verified answer
    Gary Michael Profile Picture
    90 on at
    RE: Adding a Large Number of Product Line Items within a Quote

    Thank you!!  That will work.

  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Adding a Large Number of Product Line Items within a Quote

    Gary,

    Happy to help you. Thanks.

  • Jan Zacek Profile Picture
    on at
    RE: Adding a Large Number of Product Line Items within a Quote

    The suggested solution works well in 2013, but did anybody tried the import of the products to quote with the new properties of the products? we would like to import not only the products but also their properties.

  • Aileen Gusni Profile Picture
    44,524 on at
    RE: Adding a Large Number of Product Line Items within a Quote

    Jan,

    For that particular requirement, I think you need to map with the Dynamic Property as well.

    Let's me figure it out first.

    Thanks.

  • yvka123 Profile Picture
    17 on at
    RE: Adding a Large Number of Product Line Items within a Quote

    Hi, has anyone found a solution for this for the newer Dynamics 365 ??

    Facing the same issue and desperate to find a way to import a large number of Write In products to a quote..

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