Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Price List Items Upload - D365 online for sales

  • 1.  Price List Items Upload - D365 online for sales

    SILVER CONTRIBUTOR
    Posted 16 days ago
    I'm wondering if anyone out there knows how to update price list items in bulk? Ideally I'd like to open a view (like in any other entity) and either download and upload some changes or even open with excel online and adjust the pricing that way. It seems possible in every other entity I've looked at but can't seem to find where/how to do this with price list items. I've even gone to advance find, created and saved a view with the desired fields, but that view does not seem to be available from anywhere in the price list items. I've searched the blogs high and low with no luck. I'm hoping someone has found a work around for this one.

    Thanks in advance.





    ------------------------------
    Daniel Demers
    Chief Digital Information Officer
    D365 Support
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Price List Items Upload - D365 online for sales

    Posted 12 days ago
    I believe you should be able to export to Excel from the Advanced Find, make the updates, and import back in via the Imports under Data Management in Advanced Settings.

    ------------------------------
    Robert Ward
    Chubb Australia
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role