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Hello Community Experts,
There is a requirement where i need to track commissions owed to reps in dynamics 365.
How do i do that ?
Till now i was only aware about D365 for sales, i dont know whether sales has this commission concept or not
Kindly guide,
Best Regards
Sumaira Noor
I really wanted to send a small word to say thanks to you for the fantastic points you are writing on this site.
Hi Sumaira,
I'm afraid that is very difficult to answer as all commissions structures work differently. Some will vary by sales person, by type of sales, country of sale etc... Also some may have a minimum sale amount before commission is applied. Others may have a sliding commission percentage or an accelerator.
We would really need more information before we could suggest the best method.
Dean
Hi Sumaira
Since this is a custom built. You would require few starting points as to:
1. When it is treated that a commission would be granted or not (the criterias I mean)
2. Who all will be eligible for a commission?
3. What percentage will be treated as commission?
4. Is there a default commission based on success?
5. Do you need an approval workflow for commission process too before it is actually provisioned to a salesperson? If yes, who will approve it? Level of approvals required?
6. Is commision time bound? like monthly/yearly/bi-yearly?
Based on all that you can create a custom entity as a configuration entity.
You can then make use of calculated fields to calculate it against Opportunity entity. On its status change to Won you can have the calculations ready.
Hope this helps!
Regards
Roma
Thanks for the response Andrew and Dean.
Kindly guide me how do i work on that.
Best Regards,
Sumaira Noor
It doesn't have it by default. You would need to create a custom entity to track it. If you want the system to calculate the commissions for you as well you would need to add in some automation
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