Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have set up a price list and added it to my contact.
However, when I create a new salesorder and add the contact, I still have to choose the pricelist manually.
Is there any OOTB functionality that I can use, that would automatically select the correct pricelist after choosing the customer?
This functionality can be achieved using a workflow, as shown below.
You need to look for Customer (contact) or your custom relationship if you use one.
Set the workflow to be triggered when you Update the Contact field. The workflow needs to have at least 1 step: Update record for sales order.
Please find below an example:
Thank you for the information,
I would like to say it is the answer but the price list is still not automatically added when the customer is selected in the salesorder entity.
I am using on premise, but I don’t think it should made a difference.
Business Applications communities