You probably remember that 2015 now has a ‘lifecycle’ approach to Product status. You may not remember that in a ‘Draft’ state, the Product won’t appear in lookups on the Quote/Order/Opportunity/Invoice Products. And, to make things even more interesting, new 2015 instances have a ‘Create products in an active state’ setting and it defaults to ‘No’.
So that’s how 2300+ Products came into a client’s new CRM instance (from Navision via Scribe). The REAL funny part is that if the Products aren’t part of a family the only way I could discover within CRM to change the state from Draft to Active is to manually ‘publish’ each Product. If you select more than one Product on a Product view, the Publish button is inactivated. Microsoft has a dark sense of humor.
You can’t use a workflow to do the update because neither the Status or Status Reason fields are available to the workflow for updating. At least I couldn’t figure out a way to make it available or to update things any other way from an ‘end-user’ approach.
Mucho fortunately, Scribe came to the rescue and was able to do a Status update and save the day.
Big lesson – unless there are other reasons not to, set your System Settings flag so new Products are set to ‘Active’ (Yes) on create.
By John Clifton, Dynamics CRM Consultant with XRM3, a Microsoft partner specializing in Dynamics CRM consulting, implementation, integration and administrative services. Based in San Diego County Southern California.