Category: CRM Tools

Dynamics 365 – Copy Price List

Price List is a member of Product Catalog in Dynamics 365. The same product can have different prices depending on the geographical area, season, membership/customer level etc… A price list may contain all the prices (Price List Items) for a given set of products during a time period in Dynamics 365.

Product Price List 2016 Price List 2017
Product 1 10
Product 2 20
Product N

Having a large number of products under a price list means, there are many price list items associating with them. Whenever a new price list is added to Dynamics 365, Continue reading “Dynamics 365 – Copy Price List”

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Salesforce Marketing Cloud Connector for Dynamics CRM

This is to introduce you Salesforce Marketing Cloud Connector for Dynamics CRM and to  give you a brief description on the purpose of using it and to explain advantages of combining Salesforce Marketing Cloud and Dynamics CRM for Marketing purposes. Following navigation item shows after the connector installation in Dynamics CRM.

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What is Salesforce Marketing Cloud?

Marketing cloud is a digital marketing platform to reach each individual customer in different ways by delivering the right message at right time in a very personalized way in the process of marketing. Interaction can be created through Emails, Social media, Mobile and Web for marketing campaigns in different techniques such as surveys, promotions, questionnaires, advertising and many more techniques. Continue reading “Salesforce Marketing Cloud Connector for Dynamics CRM”

Dynamics CRM 2015 Copy Price List

Having a large number of products under a price list means, there are large amount of price list items associating with them. Whenever a new price list is added to the CRM, price lists items are to be created even if the prices are same in that price list.

“Copy Price List” is to duplicate an existing price list with a new name, new start date and a new end date with its price lists items. If there are any changes to be done to any price list items users can do that manually while the other items remaining the same.

Source Code and the Managed Solution available in CODEPLEX

The solution is perfect when a system has large number of products with many price lists adding but price list items are getting rarely changes. This has packaged to work with CRM 2015 directly but using the source code that can be used with previous versions of CRM as well.

Go through the following the steps to install it and use it !

Continue reading “Dynamics CRM 2015 Copy Price List”