Rate Card Cutom Entity - HELP

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Posted on by Yola1011

Hi All

I am trying to find a solution to create in Dynamics - a rate card system that a client uses. The rate cards are used to set the unit price of opportunity products.

Each rate card is different and lists:

products available on that rate card;
the country the product comes from;
the country the product goes to;
and the unit rate which is unique for the particular combination of all the above-listed items

Each rate card can have a different selection of products and some can only be sold from or to certain countries.

Ideally, the client needs to be able to import rate cards into the CRM for new projects etc.

I am looking for suggestions on how best we can store this information in Dynamics, preferably using Flow to update Opportunity Product Unit Price after the creation of Opportunity Product.

Will appreciate the help

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