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We have been using Dynamics 365 for sales forecasting and winning the whole contract level for projection purposes.
For instance a customer signs contact for 50 seats for 12 months, then this is the value of the won opportunity.
This is ok for sales forecasting however when it comes to service delivery, the customer has the ability to vary the number of seats on an ad-hoc basis. For instance a customer has three new starters then a request is made for 3 additional seats.
Currently this is achieved by creating a new opportunity and winning 3 seats. The against the customer there are two contracts one for 50 seats and one for 3 seats.
This is cumbersome for many reasons, not only does someone have to add up the number of individual signed orders to invoice the customer, but also the service department alone cannot increase the contract amount without mobilising the sales team to create, win and invoice the additional seats.
How would you best approach this? I have tried to use Contracts, however these have the same 'lock down' mentality as invoices and orders and cannot be altered by only renewed or additional ones added.
Any help for steer would be appreciated.
Thanks for this Mihir, I have already created a 'seat' multiplier that adjusts the total in the background. So the customer sees QTY of Seats and Term in Months. These are multiplied in the background to give the QTY figure on a line by line basis. This is then permeated through the records, to Quote, Order and Invoice.
Using this method however does not overcome the multiple order lines showing against the account.
I have already created an entity that combines the 'active' Services. Will now proceed to write some code to interrogate current term in system and add licenses to this new entity.
Thanks for your suggestion.
Hi David,
Here is an option.
You can sell service products which are monthly seats. So you will be selling monthly seats (example 50 seats) for 12 months. (600 monthly seats)
Create Opportunities with Products which gets converted to Order and Invoiced.
Now when Customer Service is asked for additional monthly seats they can create quote and convert to orders.
So if additionally 3 monthly seats are sold for 4 months a quote is created for 12 monthly seats.
I would also create a custom field for "# of months" to calculate the total monthly seat - months.
Also a roll-up field on the customer (Account) to calculate the total # of monthly seats sold for the customer.
Hope this helps.
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