In Microsoft Dynamics CRM, you may have a need to use write-in products on the opportunity or quote if you want to estimate something that is not in the product catalog. Write-in products allow you to simply type the name of a product or service and type in the price. In this blog, we’ll discuss how to incorporate write-in products into your opportunities and quotes and how to report on write-in products.
Using Write-in Products
- Navigate to the Opportunity or Quote that you will be adding the Products to.
- Select the appropriate Price List
- This can be a default Price List or you may create a new one.
- Select the + to add new product, then select the Write-in Product option from the list.
4. A new blank line item will appear in the Product Line Items sub-grid.
5. Enter the Product Name, Price per Unit, Quantity, any Discount that may apply. The total for the price x quantity – discount will appear in the Extended Amount column.
6. Enter all necessary products.
TIP! Notice below that by repeatedly selecting the + to add a new product, you can add a number of blank line items at once. This makes entering several line items more efficient and user friendly because of the ability to ‘tab’ through the line items quickly.
If you were to add too many line items that can easily be removed by selecting the trash icon on the left side. Additionally, if they line items are left blank upon closing the record, they will be removed.
7. Once all of the Line items have been entered the Opportunity and/or the quote will be updated with the new Amount Details. Make sure to save.
Reporting on the Write-in Products
The Write-in Products are stored in the Opportunity Products Entity. The entity is not visible in the CRM navigation. However, utilizing simple queries, an Advanced Find can allow visibility to the records.
The below query shows how to view all of the Write-in Products that have been entered on Opportunities for the ABC Company.
Below is an example of what the results could look like for the above query. Some options to consider would be to remove the Existing Product column, or adding Account and Topic columns like the example below.
Utilizing built-in Views, Charts, Dashboards, and Reports can bring invaluable visibility to Write-in Products. Similarly, if you export records to Excel the data can also be manipulated.
As shown above, Write-in Products offers a great alternative to the traditional Product Catalog. Keep in mind that Write-in Products can also be used in conjunction with a traditional Product Catalog in Microsoft Dynamics CRM. Whether you are able to use the blended approach or primarily Write-in Products, CRM offers great visibility into the nature of which products your company depends on to drive your business.