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Products - Services and invoice items - Dynamics Sales

Posted on by 35

Hello everyone,

here is the challenge I am trying to solve within the product catalogue:

  • We are offering Online Marketing services as products
  • Example: Product = Google Ads, BUT the product itself will not have the price, the exact service prices will be defined as contract items (the question is also as products?)
  • Example: Contract item for Google Ads
    • Service Fee (€)
    • Variable from Ads Budget (%)
    • Performance Share of generated revenue (%)

My challenge is now, how to set up the product catalogue the best way so that these contract items will be linked directly to the product as its subproducts?

We want to achieve, that these contract items can be used later for ongoing invoicing products as well.

Additionally I have the challenge to set up the product with percentage details instead of costs.

Ideally it should like this when I create the contract/order, the product is the header and the subproducts as you see.

The thing is we need the product GOOGLE ADS as a product and not family, as we are creating a custom project (custom entity) based on the main product.

But maybe you have a better idea :) 

Thanks for help

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