The product catalog in Microsoft Dynamics CRM consists of products and prices. It provides a central location for managing any goods and services that an organization might sell, along with their respective prices and/or discounts.
Race2Win Insurance Company has a number of clients that were attained through successful marketing campaigns, which generated a number of leads, which in turn led to a number of opportunities. These opportunities include a range of consulting services to determine the best possible insurance coverage. Consulting services are non-tangible, non-inventory items. Along with these services, Race2Win provides welcome kits which include Race2Win branded souvenirs, safety products, and brochures. These products and services can all be managed via the product catalog.
If you recall from the previous chapter, products can be associated to an opportunity and the estimated revenue can be automatically calculated. When...