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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Setting up a product in Microsoft CRM 2011

Microsoft CRM provides OOB product catalog functionality. We can use a product catalog to store the products or services used in an organization. A product can be a physical item or service. We can define the price list based on the product or its services. For setting up a product, we need to perform the following process:

  1. Set a unit group.
  2. Set a product.
  3. Set a price list.

Setting up a unit group

A unit group contains the basic unit in which the product will be available. For example, kilogram, liter, and hour are all measuring units. So before setting up the product, we need to set a base unit for the product. Perform the following steps to set a unit group and primary unit:

  1. Navigate to Configuration | ...

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