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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Product Catalog

The Product Catalog refers to all the items your company sells. In addition to a list of the items themselves, the catalog includes prices, discounts schedules, and units of measure. In fact, when setting up the Product Catalog in Microsoft CRM, you will set up four components in the following sequence:

  • Discount Lists

  • Unit Groups

  • Price Lists

  • Products

  • Kit Products

These four options are available by navigating to the Product Catalog section from the Settings Tab.

TIP

If you are integrating Microsoft CRM with your company's Great Plains Accounting system, you will need to synchronize your Great Plains Product Catalog to your Microsoft CRM Product Catalog. The catalog is then mastered in Great Plains. This means that all additions and ...

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