Two Questions:

Is there a way in CRM to copy an Opportunity from one Account to another?
If not, is there a third-party add-on that provides this ability?

Is there a way in CRM to select and add multiple products to an Opportunity
instead of selecting them from the price list one at a time? If not, is
there a third-party add-on that provides this ability?

While these features do not exist there are many ISV's on this group who
could write them for you at a price..

Its all down to how much these features are worth to you


=========================
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/businesssol...community.mspx


"Donna Edwards" <DonnaEdwards@discussions.microsoft.com> wrote in message
news:AABD281A-7CD9-47FE-B09F-6881946FB04C@microsoft.com...

To the best of my knowledge the answer to all 4 questions is "No".

--

Matt Parks
MVP - Microsoft CRM


"Donna Edwards" <DonnaEdwards@discussions.microsoft.com> wrote in message
news:7AF03F61-03F0-447F-B2FB-C70A1F53A0AE@microsoft.com...
Two Questions:

Is there a way in CRM to copy an Opportunity from one Account to another?
If not, is there a third-party add-on that provides this ability?

Is there a way in CRM to select and add multiple products to an Opportunity
instead of selecting them from the price list one at a time? If not, is
there a third-party add-on that provides this ability?

Thanks for responding Matt, even if it was not the answer I hoped for

Donna

"Matt Parks" wrote:

Hello Donna,

Our certified add-in enables you to quickly point & click from one
"catalog-style" screen to add multiple products to an opportunity -
plus much more. If you'd like a quick demo, please let me know.

Thanks,

Jeff Holway
805-504-9729 x707
www.experlogix.com