![]() ![]() Now that you have the Excel file downloaded, find the Price List column and change the name for each row to the name of your new client specific price list. Make sure you have all of the columns you need in the view, then click on Export Price List Items from the top right. Next, create an advanced find looking for Price List Items where the Price List equals Default (or whatever the name of your default price list is). If it’s going to be used by only one client, you can always use that as the name. This is fine if everything you sell is the same price for each client, but if you have a different set of prices for some of your clients you can set up a specific price list for them. Starting off with a default price list gives you a set of prices to generate opportunities, quotes and orders effectively. Categories: Dynamics and Power Platform *** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***Īn organisation using Dynamics 365/CRM and selling products or services is most likely using price lists to do so. ![]()
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