Is it possible to make proposals in microsoft CRM?

Hello,

I'm trying to figure out if there is a way to make proposals in
microsoft CRM?

My problem is that we work only with services, not products, and MS
CRM can create quotes, orders, and invoices. All of them for products
only! But I need to make proposals, for services!!

Is there a way to do that?


Excuse the english.

0
webbureau
3/31/2007 7:37:56 PM
crm 35858 articles. 1 followers. Follow

3 Replies
638 Views

Similar Articles

[PageSpeed] 7

Setup your services in the product catalog. Define them as you would 
services either with the total quantity being hours or some other unit.

Anne Stanton, MVP-CRM

"webbureau" <webbureau@gmail.com> wrote in message 
news:1175369876.193027.11460@p77g2000hsh.googlegroups.com...
> Hello,
>
> I'm trying to figure out if there is a way to make proposals in
> microsoft CRM?
>
> My problem is that we work only with services, not products, and MS
> CRM can create quotes, orders, and invoices. All of them for products
> only! But I need to make proposals, for services!!
>
> Is there a way to do that?
>
>
> Excuse the english.
> 

0
Anne
3/31/2007 8:59:09 PM
Hi Webbureau, we use Microsoft CRM opportunities, quotes, orders and invoices 
for selling services.

We set up services in the product catalogue just as if they were products. 
For example, we selling consulting services in 15-min, 1-hour, 1/2-day and 
1-day units. We sell subscriptions in 1-month, 12-month, 24-month and 
36-month units.

Regards,
-- 
Neil Benson
Increase - Hosted Microsoft CRM with Beyond Demand service
www.increasecrm.co.uk


"webbureau" wrote:

> Hello,
> 
> I'm trying to figure out if there is a way to make proposals in
> microsoft CRM?
> 
> My problem is that we work only with services, not products, and MS
> CRM can create quotes, orders, and invoices. All of them for products
> only! But I need to make proposals, for services!!
> 
> Is there a way to do that?
> 
> 
> Excuse the english.
> 
> 
0
Utf
4/2/2007 9:30:14 PM
Anne, I think this is not a good option...

The reasons:

1 - The printed version, have too many useless fields, like freight,
address to delivery the product, and other fields that just don't use
in a service quote/proposal... And I can't remove them (crm say's
something like "protected field"...2 - I can't se the product details
in the print preview.... And use the quote.dot is terrible... ugly
layout, hard to edit....)
2 - Even if I got the product details, that field is too short.... I
can't insert here a complete description of the service.... And I
can't modify this field to add more characters space (CRM say's
something like "protected field"...)

There is no other options?

Thanks, and sorry fo my english.




On 31 mar, 17:59, "Anne Stanton" <astan...@thenorwichgroup.com> wrote:
> Setup your services in the product catalog. Define them as you would
> services either with the total quantity being hours or some other unit.
>
> Anne Stanton, MVP-CRM
>
> "webbureau" <webbur...@gmail.com> wrote in message
>
> news:1175369876.193027.11460@p77g2000hsh.googlegroups.com...
>
>
>
> > Hello,
>
> > I'm trying to figure out if there is a way to make proposals in
> >microsoftCRM?
>
> > My problem is that we work only with services, not products, and MS
> >CRMcan create quotes, orders, and invoices. All of them for products
> > only! But I need to make proposals, for services!!
>
> > Is there a way to do that?
>
> > Excuse the english.- Ocultar texto entre aspas -
>
> - Mostrar texto entre aspas -


0
webbureau
4/7/2007 10:01:57 PM
Reply:

Similar Artilces:

How to make a pic. attachement be previewed before I open it?
How can I (pre)view a picture attached with an email before open the email? I mean in OUTLOOK ofcourse! Thank you... "Mr. Nemo" wrote: > How can I (pre)view a picture attached with an email before open the email? Mr. Nemo <Mr. Nemo@discussions.microsoft.com> wrote: > How can I (pre)view a picture attached with an email before open the > email? Nope. -- Brian Tillman [MVP-Outlook] ...

"Microsoft Windows Component Publisher"
When I navigate to update.microsoft.com, I am offered a software component signed by "Microsoft Windows Component Publisher" verified by "Microsoft Windows Verification Intermediate PCA". Do these outfits represent Microsoft, or are they some scam to install malware? It helps those answering your questions if you provide your operating system and service pack information (e.g. Windows XP SP2, Vista SP1) and your browser with version number (e.g. IE7) . "Jack Waugh" wrote: > When I navigate to update.microsoft.com, I am offered a software comp...

DBNS: 12, Microsoft Dynamics GP: 0
we are gett ing this error in our Payables Tranaction Inquiry - Vendor of the Dynamics GP - The error is: The stored procedure createSQLTmpTable returned the following results: DBNS: 12, Microsoft Dynamics GP: 0 has any one seen this message from this area of Dynamics? Thanks Dennis Dennis, found the following: This error can occur if the PM Keys are missing or corrupt. To resolve this error, re-create the PM Keys. 1. Make a full backup that can be restored to should undesirable results occur. 2. Have all users exit Great Plains. 3. Click Start, Click Programs, Click Microsoft SQ...

Microsoft Outlook Web Access?
Does anyone know how I can transfer emails from Microsoft Outlook Web Access to my Macintosh computer or gmail account? On Jun 9, 1:31 pm, redmondroys...@gmail.com wrote: > Does anyone know how I can transfer emails from Microsoft Outlook Web > Access to my Macintosh computer or gmail account? MIcrosoft web access is logged onto on the internet. In article <1181410281.160397.180740@q75g2000hsh.googlegroups.com>, redmondroyston@gmail.com wrote: > Does anyone know how I can transfer emails from Microsoft Outlook Web > Access to my Macintosh computer or gmail account? Mi...

Microsoft Money 2008 Product Life Cycle
I have been using Microsoft Money 2006 which ceased doing online updates today, September 3, 2008. I then decided to download Microsoft Money Essentials to update my Money 2006. I only need a bare-bones copy of financial software. The cost was about $35.00 for the download and a backup CD. When I went to activate the account the EULA stated that the product was only valid for one year of online updates. I can not find any information on the Money site to confirm this and have requested that my order be cancelled as a safeguard until I can ascertain what is actually the product life cyc...

RMS should allow to make own custom reports
I believe one should be able to make our own reports to meet our needs ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=2a81edb6-1d0f-45c5-b071-b6437154883c&dg=microsoft....

When trying to load microsoft Outlook error message saying: unabl.
djchampkin <djchampkin@discussions.microsoft.com> wrote: Is there a question here somewhere? -- Brian Tillman Sorry sent twice. "Brian Tillman" wrote: > djchampkin <djchampkin@discussions.microsoft.com> wrote: > > Is there a question here somewhere? > -- > Brian Tillman > ...

crm 3.0 : authentication error
Hi, I get the authentication error prompt for each user having the same login username in the internal domain than in the CRM domain. Passwords are not the same in each domain, and there seems to be some kind of automatic authentication while loading the page in IE. Is there any setting, which could help me prevent this ? thanks, @ntonio By default, the IIS web site allowed anonymous connections. I disabled them, allowing only integrated authentication. It now works fine! @ntonio ...

Laptop client in CRM 4.0 RC0 VPC
Hi! How do I enable the laptop client in the new RC0 VPC for CRM 4.0? According to the VPC specification the laptop client should be included, but I am not able to get it to work. It seems that it is the desktop client that is installed by default, since changing the "lightclient" registry value does not work. When trying to uninstall the outlook client and reinstall it as the laptop client, there are a lot of error messages about missing files. Thank you! Sincerely Fredrik Strandberg ...

You cannot install Microsoft Office 2008 for Mac 12.0.1 Update on this volume
Version: 2008 Operating System: Mac OS X 10.5 (Leopard) Processor: intel This error message comes up when trying to load on the 12.0.1 upgrade. "You cannot install Microsoft Office 2008 for Mac 12.0.1 Update on this volume. A version of the software required to install this update was not found on this volume." I have tried re-installing 2008 again and also all the other recommendations offered by Microsoft, but to no avail. Any ideas? It sounds to me like you don't yet have the 2.1.1 update to AutoUpdate which is required to install the Office 12.0.1 update. Download & ...

Basics of CRM
Have a look at the link: http://www.tech2mgr.com/managerial/customer%20relationship%20management.htm This is a lovely one. There are some of the basics of CRM ...

problem running crm performance and stress testing toolkit
cannot run the dbpop since the inputxml file is not available. What is this file and where to find it? ...

Warning apper during installation of Microsoft CRM Client for Outl
Hello, when I try the installation of Microsoft CRM Client for Outlook 1.2, the follow alert message appears: "Setup was enable to find an istance of Microsoft CRM Server components" The user is a member of local administrator's group (request of installation), and it's also member of Active Directory of CRM's domain. I do not understand why this alert appears... After this message, installation fails. Any idea? Thanks. Max The message suggests that the crm server cannot be found - did you specific the correct name of the crm server in the install wizard? Is th...

How to customize CRM
Hello, I've read through a lot of the sales pitch that MS calls the CRM SDK, and tried to get more information on the internet, but it doesn't really tell me much about how to get started on additional development for CRM. I want to integrate CRM account and case information with another app, using Biztalk to send new and modified records back and forth. I can't use the CRM Integration installation, because that looks for a Great Plains installation and is erroring out on me. Does anybody have access to any source code examples of how to do this? I pretty much gave up on the idea...

Microsoft CRM Data Migration FrameWork
Hi, I've installed the Microsoft CRM Data Migration Framework on a MS-CRM 3.0 server. All seems okay, but when I run it, it shows me an exception: Microsoft.Crm.DataMigration.Shell.exe - Common Language Runtime Debudgging Services Application has generated an exception that could not be handled. Process id=0x10c (268), Thread id=0xf24 (3876). Click OK to terminate the application. Click CANCEL to debug the application. Please help - what to do? what to install etc. I'm getting the exact same error. Is anyone aware of a solution? "Thomas Nielsen" wrote: > Hi, &...

Make a $1000 a Day!!!!!
Watch my movie and you can earn a $1000.00 a day or more! www.pptsys.biz/braydon --- MAF Anti-Spam ID: 20040911183558L8k5UcR8 ...

Re: how to Customization of Contact form-CRM
Hi, Thank you for response. Actually scenario is… Click sales tab--------click Accounts (in sales tab)--------click particular account(in accounts ,it open popup window for accounts, in that)----click contacts(in this contacts list –I want to put a filter (by using pick list) in this form)-after select the particular value ,the grids filters data). This is my task. Pls guide me clearly. Thank you venkataravikumar can you explain further and give more details on what you are trying to achieve -- John O'Donnell Microsoft CRM MVP http://www.ms...

Features of microsoft Office Communicator 2007 R2
Hi, I am a Project manager of one of the construction company. My project is run on different country. I find difficulties to communicate with my client because of time zone. I want to more flexibility in my project. I heard a Microsoft tool called Office Communicator 2007 R2 that will help in this type of issue. I am using MS word, MS excel, MS project frequently in mu project. Please help. -- MILFORD ------------------------------------------------------------------------ MILFORD's Profile: http://forums.techarena.in/members/161865.htm View this thread: http://forums....

Microsoft promises fix for Office 2008 installation issues
<http://www.macworld.com/article/131822/2008/01/office2008issues.html?lsr c=mwweek? A pair of installation-related problems involving the new release of Microsoft�s Office 2008 won�t cause damage to your data or prevent the productivity suite from running. But the issues, discovered by a user, pose potential security and administrative headaches. Microsoft is vowing fixes for both. In article <arkayREMOVE-F1BAAF.09010228012008@news.houston.sbcglobal.net>, aRKay <arkayREMOVE@qsl.net> wrote: > <http://www.macworld.com/article/131822/2008/01/office2008issues.html?lsr...

cant access the CRM interface
I just cant not access the CRM interface from any othe computer than my server. I have try many things. Help you need to look into DNS and IIS. make sure DNS points to the crm server and make sure that IIS is configured correct. I normally do it like this: ISS: Add all unassigned, port 80, host header crm to the crm website DNS: make a DNS alias(CNAME) to 'server.domain.local' (type your own information) It will work "Armando" wrote: > I just cant not access the CRM interface from any othe > computer than my server. I have try many things. Help > > W...

Re: Outlook addon to make mail rules/filters?!!?!?
OR: Although the limit of 32 K exist I can still create rules on my machine....only the 64 rulez are updated on the Exchange server....for this reason it would be cool to have a script or tool that run automaticly all my rules on the Inbox as "Run Rules Now..." button do that. this is the solution!!! ;) regards, gicio <gicio@web.de> wrote in message news:... > Hi! > > At first I KNOW THAT OUTLOOK INCLUDE RULE/FILTERS!!!!!! > but when you store your mails on a Microsoft Exchange Server > the rules are limited (32 K per user ..... 64 rulez). > > For t...

documents created with microsoft office publisher 2007 trial versi
recently i created a few documents with microsoft office publisher 2007 duriing a free trial period that recently expired. i can access the documents but i can't do anything with them, is there anyway to open them with my 2003 version of microsoft office? If you have Publisher 2002 or 03 you can open the files. You may be able to recover the text in Word. Try a print screen if you really need the file. -- Mary Sauer http://msauer.mvps.org/ "thomas" <thomas@discussions.microsoft.com> wrote in message news:0F703554-FE98-466D-A839-6102CA009EA7@microsoft.com... > re...

Microsoft .NET Framework 3.5 Service Pack 1 and .NET Framework 3.5 Family Update for .NET versions 2.0 through 3.5 (KB951847) x86
hello, this update tried to install when i logged off of my computer. apparently it failed. now, some other software that relies on the .net framework will not work. i tried to reinstall it from windows update, but i get the message below saying it was not installed Microsoft .NET Framework 3.5 Service Pack 1 and .NET Framework 3.5 Family Update for .NET versions 2.0 through 3.5 (KB951847) x86-- i searched for kb951847 which i did not find anything that was helpful i have windows xp pro sp3 installed. i have no clue what to do. any help would be greatly appreciated...

problem in making perticuler color transparent on an imaged dialog
HI frnds, I used below 3 line code to make perticuler color transparent on an imaged dialog in OnInitDiaolog(). its working fine but it makes not to work "C" file, which is been added to the project. if i remove these 3line code C file works if i keep these 3line code it makes my C file nowork. /////////////////////////////////////// HWND hWnd=GetSafeHwnd(); SetWindowLong(hWnd, GWL_EXSTYLE, GetWindowLong(hWnd, GWL_EXSTYLE) | WS_EX_LAYERED); SetLayeredWindowAttributes(hWnd,RGB(255,0,255),0,LWA_COLORKEY);//I have make pink color as transparent /////////////////////////// any ideas...

CRM 3.0 and action pack
CRM 1.2 was part of Action Pack. Does anyone know if 3.0 will be also? If not will it be free to Certified Parters...Small Business Specialists? Yes, plans are for it to be in Action ack and to also be available to certified partners. -- Matt Parks MVP - Microsoft CRM "Mark Bowles" <MarkBowles@discussions.microsoft.com> wrote in message news:2869E396-C733-43DB-875E-69B69673D38E@microsoft.com... CRM 1.2 was part of Action Pack. Does anyone know if 3.0 will be also? If not will it be free to Certified Parters...Small Business Specialists? I got my Certified Partner MSDN...