Category Archives: Sales

Tip – Manage access to Price Lists in Dynamics CRM

Introduction: Access to entities in Microsoft Dynamics CRM aka Dynamics 365 Sales is controlled through Security Roles. Using the robust Security framework of CRM you can not only manage access per record but also per action and field  Advanced Security configuration can also support hierarchy security and control access to records for multiple users in… Read More »

Sales Literature in Dynamics CRM

Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More »

Price List selection logic available starting Dynamics CRM 2015 Update 1

Introduction Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Price List is critical and needs to be… Read More »