Require Experlogix Configurator to Use MSCRM Pricing

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:

  1. open the Experlogix Configurator
  2. Click Tools
  3. Click MS Dynamics Integration Tool Kit
  4. Click the Categories Tab
  5. 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.