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Microsoft Dynamics CRM (Archived)

adding new products

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I have the security role as System administrator but I cant add products, it is all greyed out. how do I get it so I can put dummy products in for testing

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  • Scott Higgins Profile Picture
    on at
    Re: Re: Re: Re: adding new products

    Re the kit items

    I am thinking that the company that implemented the CRM for us have not enabled the function as yet properly

    apparently we are in phase 2 of the implementation. 

  • Inogic Profile Picture
    529 on at
    Re: Re: Re: adding new products

    Hi Scott,

    I just checked your other post on Kit items. That option is very much there and i can see it.

    And since you say you have logged in as System Administrator, it should be available to you.

    Do you think something could have gone wrong with the CRM system, perhaps you could add a new Test organization and check this again there?

    Sam 

  • Scott Higgins Profile Picture
    on at
    Re: Re: adding new products

    yep I am going into the settings area under product catalog and the clicking New

    and the screen is has Product: New

    under the general tab, Name: ID: Default Unit, everything is greyed out

     

  • Inogic Profile Picture
    529 on at
    Re: adding new products

    Hi Scott,

    To add new products to the Product Catalog, you need to visit Settings --> Product Catalog --> Products and you have the option to add new Products.

    The Products option available in Sales Menu does not allow you to add new Products.

    Hope you were not already trying this from the Settings area

    Sam 

     

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