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

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Products

Product records associated with Opportunities represent the products and services that you are attempting to sell to the client or prospect. Setting up Product records is covered in Chapter 5, “Setting up Microsoft CRM.”

When you associate Products with Opportunities, the Product's price with respect to the Opportunity will be determined based on the Price List associated with the Opportunity. That Price List is inherited from the default Price List value of the Opportunity's parent Contact or Account. You can, however, change the Price List at the Opportunity level after you have created the Opportunity.

Price List comes into play when you have selected the System Calculated option for the revenue amount of the Opportunity. This means ...

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