Software: Experlogix for CRM
How Do I?: Force Experlogix Configurator to Use MSCRM Pricing
Issue: When Experlogix populates the products in the MS CRM quote or order, it marks it as OVERRIDE PRICE and a dollar value of $0.
Cause: Experlogix is set to use its own pricing structure.
Solution: You can turn this feature off and use the MS CRM pricing by following these steps:
- open the Experlogix Configurator
- Click Tools
- Click MS Dynamics Integration Tool Kit
- Click the Categories Tab
- Select the checkbox 'Direct Price' for each of the categories you want to use MS CRM pricing for.
You may have to refresh a quote if its open when you do this.