Customer Engagement & Dynamics CRM Forum

PSA Product-Based Lines Opportunity Existing Product?

  • 1.  PSA Product-Based Lines Opportunity Existing Product?

    Posted Apr 11, 2019 02:29 PM

    I am in the process of setting up our PSA. The default Project-based Lines on an Opportunity are write-in. Is there a way to select our existing Products (services) instead?

     It would be nice to see Opportunity reports that show what product families or products they are potentially selling. We already have a Quoting tool that is not set to be replaced in this implementation. The tie in with the Write-In Product seems to be at the Quote Line Item Detail. I would like the managers for the different services to have as much heads up as possible on Opportunities.

    I am open to options on how to do things not just how to switch to using existing products.

    Thank You,

    Brant Paquette
    Brookfield WI
    CRMUG Summit - Post

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