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)

How do we configure Service offerings as Products? How can CRM be configured for a Services business?

(0) ShareShare
ReportReport
Posted on by

We are a B2B IT services company. How do we configure different services offerings (Application development, Software Testing etc.) which are not priced in Units, but are in Hours and efforts. Any help is appreciated.

*This post is locked for comments

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

    I'm not an experienced expert, so regard my answer with a healthy dose of caution.

    What you're looking for, I believe, are "Unit Groups" and "Units".

    "Unit Groups" are simply the categories of different product units of measure you're using. You would need a "Unit Group" called "Time", which will contain your subsequent "Units" like "Workday", "Hours", "Minutes", etc.

    It's good to know that you can create a hierarchy in your units, within a unit group.

    To take your case, for example, you'd have:

    Unit group "Time"

    Unit "Hours" which is the base unit

    Unit Workday" which is 8x the base unit "Hours"

    Unit Workweek" which is 5x the base unit "Workday"

    You can define these settings from Settings > Product Catalog > Unit Groups.

    From the unit group, use the related entities to go one level deeper, into the units.

    2018_2D00_01_2D00_16-14_5F00_14_5F00_15_2D00_Unit-Group_5F00_-Time.png

    I think you'd end up with a scenario like I added in screenshot. Hope it helps. Good luck!

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