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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Adding Products to a Quote

Microsoft Dynamics CRM allows you to record the products and services related to a potential sale for each opportunity. When you configure price lists for your products, you also can set up Microsoft Dynamics CRM to automatically calculate the value of the potential opportunity by attaching the products to the opportunity. If you decide not to use products with opportunities, you can still track the potential value of the opportunity by simply entering a dollar amount in the estimated revenue field.

See Also

For more information on tracking the value of sales opportunities, see Chapter 6.

However, unlike opportunities, quotes in Microsoft Dynamics CRM must have attached products so that the total value can be calculated. ...

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