Creating custom template in CRM 2011 for products


  • Hi,

       As for one requirement i m in need to create custom templates to create products in CRM 2011 as campaigns. Is there a way to make it possible. Kindly suggest me regarding the same.

    Arun Kumar G

    Wednesday, February 13, 2013 11:18 AM

All replies

  • Hi Arun,

    Are you referring to create a custom product form for your requirement ??, then surely you can do that, but is there any reason why you don't want to use OOB product form ??

    Please share your requirement, so that we can help you

    Contact Me
    Follow me on Twitter
    My Facebook Page
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Wednesday, February 13, 2013 3:48 PM
  • Hi Mahendar,

    Requirement is to create a template, by using that we can create a product form with most common details. Products creation should be using that template or direct creation. Any way to create like that or the other option is cloning the product. Please suggest.

    Arun Kumar G

    • Edited by Aronkumar Friday, February 15, 2013 12:52 PM
    Friday, February 15, 2013 12:52 PM
  • Hi Aron, did you find any workaround in this as i am also looking for an answer to this query of creating a custom template in crm 2011.
    Friday, February 22, 2013 12:01 AM