web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Product Catalog/Opportunity Product Difficulties

(0) ShareShare
ReportReport
Posted on by

Hi All -

I work for a very unique software company and our pricing structure is not like a traditional pricing structure (e.g. Product/List/Disc/Net) etc.  We want to utilize the Opportunity Product section however, there is no set List Price for any given product, this is based on customer relationship/needs and can be different on a deal to deal basis.  In addition, we want to add multiple products to an opportunity (e.g. subscription & professional services).

With all that being said, when I try and utilize the Product Catalog/Opportunity Products piece in CRM I'm not able to override the 'locks' on the Opportunity Product Line Items.  I want to be able to add a Product and  populate free form the Extended Amount or the Price Per Unit.

Anybody know a way to accomplish this? It seems that the CRM is locked down tight when it comes to the Product Catalog/Opportunity Products piece.

Any help would be greatly appreciated.  Thanks!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Get the team to agree on volume discounts by product and percentages.

    Product A - 1-10 base price, 11-25 10% off etc.  Start by setting up the discounts, then the units ( each, case).  Next create pricelists by currency (USD, EURO, CAD).  Finally add each product and associate each product with a price list.  Do not add the price or the currency to the product.  These go in the price list items.  Good Luck.

  • Community Member Profile Picture
    on at

    Security Roles contain privileges on the Sales tab to allow users to override pricing or not. Check that you have a role granting those permissions.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans