Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I am trying to find a solution to create in Dynamics - a rate card system that a client uses. The rate cards are used to set the unit price of opportunity products.
Each rate card is different and lists:
Each rate card can have a different selection of products and some can only be sold from or to certain countries.
Ideally, the client needs to be able to import rate cards into the CRM for new projects etc.
I am looking for suggestions on how best we can store this information in Dynamics, preferably using Flow to update Opportunity Product Unit Price after the creation of Opportunity Product.
Will appreciate the help
Business Applications communities