CRM Workflow – C R M F o r t r e s s | Indika's Dynamics 365 CE Blog

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 !

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Very useful set of String manipulations, Date manipulations, Calculations, RegEx and Web functions which are not coming as CRM2011 OOB features are included in the manipulation Libray. In another words it is a set of custom workflow activities which can be used with crm workflows and dialogs as well.

Installation Manipulation Library comes as a CRM solution and as a solution of Visual Studio. There are two ways of installing it and use in CRM.

CRM Solution import

CRM solution can be imported to the CRM and after publishing it, the features will be available to use in processes. Thats the easiest way of installing it and if some one needs an unmanaged solution, they can export it as an unmanaged solution and simply use it in any CRM environment.

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