Problem with CRM implemenation?

I recently installed my first CRM SBE and I'm wondering if I've messed up
slightly and hopefully someone here will be able to offer some advice.

I need to add some product lines in order to generate contracts/quotes for
clients but when I enter Products there is no ability there to add a new
product. So I scanned around and I believe I need to create a price list
first but I'm not sure how that should be done. I've checked within Settings
> Settings but there is nothing there for Price Lists.

I cannot remember exactly but I believe when running the wizard I may have
been asked if I had any products and if I was asked this I could have said no
(I actually deal in managed services so not a physlical product as such).

Can anyone tell me if I have missed something out and indeed if I have how I
could possibly rectify it.

Thanx for any advise you can offer.

VJ
Sat Mar 10 18:06:31 CST 2007

Can you see if you can go to Settings = Product Catalog = Price List
and add Prices there? Thanks, VJ

On Mar 10, 5:59 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> I recently installed my first CRM SBE and I'm wondering if I've messed up
> slightly and hopefully someone here will be able to offer some advice.
>
> I need to add some product lines in order to generate contracts/quotes for


> clients but when I enter Products there is no ability there to add a new
> product. So I scanned around and I believe I need to create a price list
> first but I'm not sure how that should be done. I've checked within Settings
>
> > Settings but there is nothing there for Price Lists.
>
> I cannot remember exactly but I believe when running the wizard I may have
> been asked if I had any products and if I was asked this I could have said no
> (I actually deal in managed services so not a physlical product as such).
>
> Can anyone tell me if I have missed something out and indeed if I have how I
> could possibly rectify it.
>
> Thanx for any advise you can offer.

u101440
Sat Mar 10 18:39:03 CST 2007

Thanx VJ

I've done the following: opened IE7 and accessed the userl
htpp://<servername>:5555 and it opens my CRM for me. I then chose Settings to
the left hand side of the screen but within the right pane there is no
Product Catalog.

Any other ideas as to how to turn this on (preferablly without re-installing
the CRM as I hear the customization wizard doesn't work even after an
uninstall).

"VJ" wrote:

> Can you see if you can go to Settings = Product Catalog = Price List
> and add Prices there? Thanks, VJ
>
> On Mar 10, 5:59 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> > I recently installed my first CRM SBE and I'm wondering if I've messed up
> > slightly and hopefully someone here will be able to offer some advice.
> >
> > I need to add some product lines in order to generate contracts/quotes for
>
>
> > clients but when I enter Products there is no ability there to add a new
> > product. So I scanned around and I believe I need to create a price list
> > first but I'm not sure how that should be done. I've checked within Settings
> >
> > > Settings but there is nothing there for Price Lists.
> >
> > I cannot remember exactly but I believe when running the wizard I may have
> > been asked if I had any products and if I was asked this I could have said no
> > (I actually deal in managed services so not a physlical product as such).
> >
> > Can anyone tell me if I have missed something out and indeed if I have how I
> > could possibly rectify it.
> >
> > Thanx for any advise you can offer.
>
>
>

VJ
Sat Mar 10 22:32:34 CST 2007

I think you might have been accessing CRM w/ restricted access mode.
If you go to user license manager and open the user page for the user
you are using to log into CRM and see the Restricted Access Mode
checbox is checked - if so uncheck - log off and log back in - and you
should see it. Thanks, VJ

On Mar 10, 6:39 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> Thanx VJ
>
> I've done the following: opened IE7 and accessed the userl
> htpp://<servername>:5555 and it opens my CRM for me. I then chose Settings to
> the left hand side of the screen but within the right pane there is no
> Product Catalog.
>
> Any other ideas as to how to turn this on (preferablly without re-installing
> the CRM as I hear the customization wizard doesn't work even after an
> uninstall).
>
>
>
> "VJ" wrote:
> > Can you see if you can go to Settings = Product Catalog = Price List
> > and add Prices there? Thanks, VJ
>
> > On Mar 10, 5:59 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> > > I recently installed my first CRM SBE and I'm wondering if I've messed up
> > > slightly and hopefully someone here will be able to offer some advice.
>
> > > I need to add some product lines in order to generate contracts/quotes for
>
> > > clients but when I enter Products there is no ability there to add a new
> > > product. So I scanned around and I believe I need to create a price list
> > > first but I'm not sure how that should be done. I've checked within Settings
>
> > > > Settings but there is nothing there for Price Lists.
>
> > > I cannot remember exactly but I believe when running the wizard I may have
> > > been asked if I had any products and if I was asked this I could have said no
> > > (I actually deal in managed services so not a physlical product as such).
>
> > > Can anyone tell me if I have missed something out and indeed if I have how I
> > > could possibly rectify it.
>
> > > Thanx for any advise you can offer.- Hide quoted text -
>
> - Show quoted text -

u101440
Sun Mar 11 04:03:00 CDT 2007

VJ

That was it. Thanx very much for all your help on this one.

"VJ" wrote:

> I think you might have been accessing CRM w/ restricted access mode.
> If you go to user license manager and open the user page for the user
> you are using to log into CRM and see the Restricted Access Mode
> checbox is checked - if so uncheck - log off and log back in - and you
> should see it. Thanks, VJ
>
> On Mar 10, 6:39 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> > Thanx VJ
> >
> > I've done the following: opened IE7 and accessed the userl
> > htpp://<servername>:5555 and it opens my CRM for me. I then chose Settings to
> > the left hand side of the screen but within the right pane there is no
> > Product Catalog.
> >
> > Any other ideas as to how to turn this on (preferablly without re-installing
> > the CRM as I hear the customization wizard doesn't work even after an
> > uninstall).
> >
> >
> >
> > "VJ" wrote:
> > > Can you see if you can go to Settings = Product Catalog = Price List
> > > and add Prices there? Thanks, VJ
> >
> > > On Mar 10, 5:59 pm, u101440 <u101...@discussions.microsoft.com> wrote:
> > > > I recently installed my first CRM SBE and I'm wondering if I've messed up
> > > > slightly and hopefully someone here will be able to offer some advice.
> >
> > > > I need to add some product lines in order to generate contracts/quotes for
> >
> > > > clients but when I enter Products there is no ability there to add a new
> > > > product. So I scanned around and I believe I need to create a price list
> > > > first but I'm not sure how that should be done. I've checked within Settings
> >
> > > > > Settings but there is nothing there for Price Lists.
> >
> > > > I cannot remember exactly but I believe when running the wizard I may have
> > > > been asked if I had any products and if I was asked this I could have said no
> > > > (I actually deal in managed services so not a physlical product as such).
> >
> > > > Can anyone tell me if I have missed something out and indeed if I have how I
> > > > could possibly rectify it.
> >
> > > > Thanx for any advise you can offer.- Hide quoted text -
> >
> > - Show quoted text -
>
>
>