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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Calculating sales agen...
Microsoft Dynamics CRM (Archived)

Calculating sales agent commission - calculated field setup

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Posted on by Community Member

Hi,

I need to create a calculated field for sales agent commission on courses they sell. The commission calculated field needs to be on the opportunity. 

They have different commission rates available: Standard %, Custom %, $ Flat rate or No commission for some products.

I am struggling to figure out how to set this field up on the opportunity since I am not very experiences with D365 yet.

So far I have this: 

1. To work out agent commission on course cost:
 

If…Then

Condition (optional)

If (Opportunity) Commission Rate % contains data

And (Opportunity) Course cost contains data

 

Can anyone perhaps give me some advice on this please?

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Calculating sales agent commission - calculated field setup

    Hi,

    First, ask youself , since you have many commision rates, how do you determine which one to be used?

    after you figured it out the above answer, you can easily use if else statement to configure.

    You can refer below video on how to set up a calculated field with condition.

    www.youtube.com/watch

  • Suggested answer
    commissioncruncher Profile Picture
    commissioncruncher 10 on at
    RE: Calculating sales agent commission - calculated field setup

    You can use calculated fields and workflows to obtain the right behavior.

    You can add different conditions depending on the product type, and then set a calculated field value.

    However, it could get quite messy if you need to keep changing your plans, or you need to add more complexities such as tiers, quotas, etc.

    There aren't a lot of solutions which handle sales commissions and work with Dynamics, but here is one:

    salescommissionsexplained.com/.../managing-sales-commissions-using-dynamics-crm

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