Can I do this task?
This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
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In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
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In the Product Catalog area, click Products.
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In the list of products, open the product that you want.
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In the Actions group, click Convert To Kit.
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In the confirmation message, click OK.
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Click Save or Save and Close.
Notes
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The sum of the prices for the items that are included in a kit are not automatically calculated. You must add a price list to the kit that includes the total price for all products that are included in the kit.
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Items that are included in a kit can still be used individually.
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To convert a kit back into a product, in the Actions group on the product record, click Convert To Product.
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Related Topics
Work with Products 56
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Add products to a kit
Can I do this task?
This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
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In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
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In the Product Catalog area, click Products.
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In the list of products, open the product that you want.
Note
Before you can add products to a kit, you must convert a product to a kit. To do this, in the Actions group, click Convert To Kit.
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In the left pane, under Related, click Kit Products.
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Under List Tools, in the Records group, click Add Existing Product, and then search for and select the products that you want to add to the kit.
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Click OK.
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Repeat the preceding two steps to add more products to the kit.
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Click the Product tab. Click Save or Save and Close.
Including a product or service in a kit bundles the items together. Product kits can help simplify the sales and ordering process because related products are listed and priced together.
Products that are included in a kit can also be used individually, even though the item is included in kit. A kit product can also be converted back into a product.
Related Topics
Work with Products 56
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Deactivate or activate a product
Can I do this task?
This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
If you must remove a product, it is better to deactivate the product rather than delete it. When you delete a product, the product and all associated information such as substitutes, kits, and price list items are lost.
You can easily reactivate a product if you need to.
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In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
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In the Product Catalog area, click Products.
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In the list of products, select the product that you want.
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In the Records group, click Deactivate.
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In the Records group, click Activate.
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In the confirmation message, click OK.
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If you opened the product record to deactivate it, close the record.
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If you opened the product record to activate it, click Save or click Save and Close.
Note
To view deactivated products, in the View list, click Inactive Products.
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Related Topics
Work with Products 56
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Configuring Marketing
In Microsoft Dynamics CRM, you can configure several options specifically for the Marketing feature:
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Whether you allow e-mail communications using mail merge within campaigns
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Whether the system automatically creates a campaign response as the result of an incoming e-mail message
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How to handle requests from customers who want to unsubscribe from your e-mail communications
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Whether you want to configure and activate the Internet Marketing service. This service allows you to create and track ads displayed in search engines as a particular type of Microsoft Dynamics CRM Online marketing campaign. Review the details of this service at: Internet Marketing Overview http://go.microsoft.com/fwlink/?LinkId=121921
Marketing Permissions Permissions required for marketing tasks
The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM for Outlook offline. Because some tasks require special privileges, the table may also show these privileges.
Tasks related to campaigns
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Default security roles and required privileges
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Can task be done offline?
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Create or edit a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Create a campaign template
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add a marketing list to a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add sales literature to a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add a product to a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add a planning task to a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add a campaign activity to a campaign
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Distribute a campaign activity
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes, unless you are sending e-mail through Microsoft Dynamics CRM. However, Microsoft Dynamics CRM will send messages when you go online.
Mail-merge activities created for a campaign cannot be distributed from the Web application, but can be saved as a draft and sent later from Microsoft Dynamics CRM for Outlook.
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Tasks related to quick campaigns
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Default security roles and required privileges
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Can task be done offline?
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Create a quick campaign
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Security roles: Any default marketing or sales security role.
Privileges: Create Quick Campaign
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Yes
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Tasks related to campaign responses
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Default security roles and required privileges
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Can task be done offline?
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Create a campaign response
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Copy a campaign response
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Convert a campaign response to a lead or opportunity
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Close a campaign response
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Reactivate a campaign response
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Tasks related to marketing lists
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Default security roles and required privileges
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Can task be done offline?
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Create or edit a marketing list
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Activate a marketing list
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add members to a marketing list
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Add members from one marketing list to another marketing list
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Merge marketing lists
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Remove members from a marketing list
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Qualify or convert multiple records at once
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Change the columns displayed for marketing list members
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Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional
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Yes
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Related Topics
Marketing Permissions 67
Controlling Data Access 8
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In the list of records, open the record that you want.
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Click the File tab.
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Click Properties.
Tip
If you do not have permissions that you need to do your job, contact your manager. More information: Requesting User Interface Changes
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Related Topics
Controlling Data Access 8
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