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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Products & Promoti...
Microsoft Dynamics CRM (Archived)

Products & Promotion codes

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Posted on by Community Member

Hi All,

I am new to MS Dynamics CRM and need some concrete help from Experts. 

I have a requirement to add promotion code of different sponsors on the portal, and need to associate that usage history to portal user.
My question is that Where i can store promotion codes in dynamics CRM 2015 Online
and
how can i associate those codes with the products.

what would be the relation ship between Contact. product and promotion codes?

looking forward for expert response.

Thanks

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Products & Promotion codes

    Hi Mirza,

    I've built similar functionality in the past - you can create an entity for the promotion code, and maybe one for the redemption. The promotion code entity would have an N:N for the products which they're applicable to. The entity would have a code and a value (dollar amount or percentage).

    When a user redeems the promotion code, you can either have a new record for the redemption, or associate the code to an order via N:N relationship with the promotion code.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Products & Promotion codes

    Hi. Aiden.

    Thankyou for the response. Can you please elaborate how to store multiple sponsors code with multiple products and which fields in promotion entity should i use to store codes.

    If there is any guide available about this please advise or email me

    My email is owais_mirza65@hotmail.com

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Products & Promotion codes

    Sure, happy to help!

    I'd have entity: Promotion

    with fields: Promotion Code, Discount Amount.

    If you want to be fancy, you can add date fields or number of uses allowed. You could also tie it to products through an N:N relationship for which products the promotion is valid for.

    Then I'd have another entity, Promotion Redemption.

    with N:1: Promotion, Contact (the portal user), and Sales Order

    When somebody enters a Promotion Code on your portal, query for valid Promotion records with the same code. If you're filtering by date, make sure you only look at promotions that cover today, and if it's only for some products then you want to make sure their order has one of the eligible products.

    If the user enters a valid code, you can calculate what the discount should be and set that on the Manual Discount field on the sales order, to reduce the price. To track a redemption, create a Promotion Redemption record looking up to the contact, the promotion used, and the sales order that it's applied to.

    Hope this helps!

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Products & Promotion codes

    Hi Aiden, thats really nice of you that you are doing such wonderful job. it really helps and working for me but there is one issue, i have a scenario where i have listed many products on my portal and there are sponsors offering discounts on their own products if buyer purchase that product.

    e.g I have product "ABC"(where ABC is the product of some other brand) listed on my portal and one  of our sponsors(like Walmart)  offering that if you buy "ABC" from this portal you'll get $10 off on Walmart, so we need to give a promotion code to our customers after checkout which they can redeem on Walmart not on our portal. thats the idea.

    if you could guide on this please.

    Thanks & regards

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Products & Promotion codes

    Sorry for the misunderstanding.

    A few questions.

    How are the promotion codes generated? Does the sponsor give you a list of them to use, or do you generate it for each purchase? Does each product only have one sponsor? If I buy 5 different sponsored products, do I get 5 codes? If I buy 5 of the same sponsored product, do I get one code or 5?

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Products & Promotion codes

    Yes sponsors will provide the list of codes that they have already generated in thier system.

    Secondly it depends may be there would be multiple sponsors for 1 product.

    For every product they purchase there would be 1 code.

    And one more thing we dont want to offer immediate code. We will send an email which would have purchase details and promotion code associated with that products.

    Thanks & best regards

  • Community Member Profile Picture
    Community Member on at
    RE: Products & Promotion codes

    Hi Aiden, 

    is there any solution available for my issue??

    Thanks & Regards

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Products & Promotion codes

    Hi Mirza,

    Sorry, I didn't see your last response.

    I think generally, you'll have an entity (Promotion Code) with:

    - a lookup to a product being sponsored

    - a lookup to the sponsor

    - the code

    - a description ("$10 off your next visit" or something)

    - a lookup to the order it was used for

    When you get the list of promo codes from a sponsor, you would create a record for each one.

    When an order is completed, have an async workflow run with a custom step to see what products were purchased, find if there's an available promo code (without an order already), and set the order on the promo code so it doesn't get used again.

    Hope this helps!

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Products & Promotion codes

    Hi aiden,

    thanks for your great support. i tried a lot to use the promo code with order but unable to succeed. do i need a custom plugin to trigger a workflow of a simple workflow would help. 

    Please advice i will be really thankful.

    Thanks & regards

    Owais Baig

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Products & Promotion codes

    Hi,

    You should be able to write a workflow on complete of the order, but the workflow will need to call into a custom assembly to have the more advanced logic.

    Thanks,

     Aiden

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