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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Discount List for Specific Account

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Posted on by 410

Hi All,

I received the following suggestion by our sales team and I'm really wondering what suggestion can you give regarding this.

How can we give a discount to a specific Account in CRM?

First of all, I've added to the Account entity a lookup field to the Discount List where I can select the desired discount list, which contains the number of products that need to added to get certain discount.

4113.PNG

The Idea behind is if you are a partner or Reseller with a specific Tier you will receive a certain discount. So when the sales team created an Opportunity or Quote or Order for this Partner (Account in CRM) the discount will be automatically applied to the opportunity when a product is selected.

something like this:

6014.PNG

We know that Discount is applied per product but this is a more personalized approach to stimulate our partners to sales more in order to become a higher tier and receive bigger discount.

Any suggestions are more than welcome.

Best regards

Kiril

I have the same question (0)
  • Verified answer
    StefanS365 Profile Picture
    3,575 Most Valuable Professional on at

    Hi Kiril,

    You can do this via the price list items. You should create a price list with discount and select the discount list on the added price list items. Then you can set this price list on the account record and/or on the opportunities.

    pastedimage1571996616810v1.png

  • Radoslavov Profile Picture
    410 on at

    Hi Stefan,

    This will do the job I guess, thanks for the help.

    Regards

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