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ReportHi All,
I am currently working with D365 CE project where customer organization is selling training event participations in their website. People registering to a training event will be saved as contacts in D365. I am considering which entity to use for saving the training registration info. The training itself is currently modeled as a custom entity. In the old version of their CRM, the registration data was also saved to a custom entity. However, now the new requirement for this registration data in the D365 will be that this organization could easily invoice these registrations using their invoicing system (external system) which will be integrated to D365. This organization has also other products and services that they sell which are modeled in D365 as product catalog products. When customers order these products or services, the orders are saved to D365 as sales orders and further converted to invoices when the order is ready to be invoiced. The invoicing data is then integrated to their invoicing system.
Now the challenge is that there are lots of these training events annually. So I am a bit afraid that managing these training events as D365 product catalog products becomes too complicated process for their staff (when thinking about all the related stuff that needs to be managed in product catalog such as price lists and price list items). That's why I would like to keep the training event data in its own simple custom entity as there is only one price for each training without requirement for multi-currency or complicated discount structures etc. But would it make sense to create a sales order of each event registration (custom entity) in the background and fetch the pricing and other info to sales order from training event custom entity? And then further convert the sales orders to invoices when the event registrations are ready to be invoiced?
I would like to keep the sales order and invoicing structure for this organization's D365 very straightforward. Meaning that all types of orders that their customers do, are saved as sales orders to D365 and further to invoices.
Any comments are greatly appreciated.
Thanks.
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