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How to limit products per business unit RRS feed

  • Frage

  • Hi CRM Gurus :)

    I'm learning Dynamics CRM, hence my question :)

    How can I best achieve to filter the products, based on the business unit the current user is belonging to? For example, the products related to printers, only the Printer department can use when creating a quote. 

    I think about adding a ProductClass attribute to the product table, and for example extend the OrganizationalUnit with a one to many to product class. This way I can select what product classes a particular business unit can sell.

    Does this sound a solid solution, or are there better ways?

    Regards,
    Dirk
    Mittwoch, 17. Februar 2010 15:31

Antworten

  • Hi Dirk,
    Hi CRM Gurus :)

    I'm learning Dynamics CRM, hence my question :)

    How can I best achieve to filter the products, based on the business unit the current user is belonging to? For example, the products related to printers, only the Printer department can use when creating a quote. 
    The best solution i know are the filtered lookups from stunnware. That is a third party product with great functions, see www.stunnware2.com
    I think about adding a ProductClass attribute to the product table, and for example extend the OrganizationalUnit with a one to many to product class. This way I can select what product classes a particular business unit can sell.

    Does this sound a solid solution, or are there better ways?
    Adding a attribute directly in the database isn't a good idea and extremly unsupportet. You can add attributes to the database with the gui of the crm, that is supportet.

    Viele Grüße

    Michael Sulz
    MVP für Microsoft Dynamics CRM
    Mittwoch, 17. Februar 2010 15:44
  • Donnerstag, 18. Februar 2010 18:59
  • Hi,

    you can post your english crm questions here: http://social.msdn.microsoft.com/Forums/en-US/crm/threads

    Best regards,
    Jürgen


    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Samstag, 15. Mai 2010 11:08
    Moderator

Alle Antworten

  • Hi Dirk,
    Hi CRM Gurus :)

    I'm learning Dynamics CRM, hence my question :)

    How can I best achieve to filter the products, based on the business unit the current user is belonging to? For example, the products related to printers, only the Printer department can use when creating a quote. 
    The best solution i know are the filtered lookups from stunnware. That is a third party product with great functions, see www.stunnware2.com
    I think about adding a ProductClass attribute to the product table, and for example extend the OrganizationalUnit with a one to many to product class. This way I can select what product classes a particular business unit can sell.

    Does this sound a solid solution, or are there better ways?
    Adding a attribute directly in the database isn't a good idea and extremly unsupportet. You can add attributes to the database with the gui of the crm, that is supportet.

    Viele Grüße

    Michael Sulz
    MVP für Microsoft Dynamics CRM
    Mittwoch, 17. Februar 2010 15:44
  • Donnerstag, 18. Februar 2010 18:59
  • Hi,

    you can post your english crm questions here: http://social.msdn.microsoft.com/Forums/en-US/crm/threads

    Best regards,
    Jürgen


    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Samstag, 15. Mai 2010 11:08
    Moderator