Microsoft-Microsoft Dynamics CRM 2011 Applications Set 2

Can use system calculated pricing and automatically generate quotes from opportunities. Can apply different price lists to opportunities and quotes and see their impact on opportunity or quotetotals. Can no longer use user provided pricing. Can associate price lists with campaigns and automatically pre-fill campaign opportunities with the sameprice list.

Unit groups ✘ Base units ✘ Primary units ✘ Discount lists ✔

A price list A unit group A region A product

Initial ✘ Draft ✘ Update ✘ Active ✔

Possible status values are Open, Qualified, Pending and Won. Possible status values are Open, Lost and Won. Only open opportunities can be modified. Only opportunities associated with a price list can use system calculated pricing.

Quotes can be automatically generated only if user provided pricing is used. A quote must always be based on an existing opportunity record. Quotes can be created based on opportunities, or independently. Quotes can be automatically generated only if user system calculated pricing is used.

Start from a blank document Use a pre-defined template Print the linked invoices Include order information

Cancelled Requested Paid Sent

Total amount ✘ Freight charges ✘ Selected product ✘ Taxes ✔

A street ✘ A zip code ✘ A city ✘ A name ✔