Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Creating and managing price lists


A price list is basically a collection of price list items. A price list item is a record that sets the price for a particular product. An organization can have multiple price lists with price list items for the same product, in order to price a product differently.

Business scenarios

Race2Win Insurance Company now has an extensive, happy customer base. Some of these customers have done business for quite some time, and have earned preferred customer pricing. Race2Win has also taken on some government clients who have negotiated another set of rates. Microsoft Dynamics CRM 2011 offers the perfect solution by allowing the set up of different price lists that can be associated to different customers.

Creating price lists

To create a price list, perform the following steps:

  1. Start CRM, go to the Settings module, and under the Business section click on Product Catalog.

  2. On the Product Catalog page, click on Price Lists.

  3. On the Price Lists ribbon bar in the Records group...