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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Types of service for s...
Customer experience | Sales, Customer Insights,...
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Types of service for specific products

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Posted on by NR-21101957-0
Hello,
 
I manage a calibration/service company that specializes in the pharmaceutical industry. I am interested in using Dynamics 365 sales hub to generate and track customer quotes. We have a long list of the types of equipment that we service, and each type can have multiple types of service performed i.e. a centrifuge may be calibrated and also receive preventative maintenance steps.
 
Centrifuge, calibration, preventative maintenance, CAL/PM together and possible repair and diagnosis
Freezer, same as above 
 
What would be the best way to set up the price list to accommodate the available choices of service? I would also like to have a description for each type of service to pass on to the customer.
 
 Thank you for your help!
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan on at
    Types of service for specific products
    Hi There,
     
    Follow these steps:
     
    Create unit group
     
    Then create products (equipments) or services if you haven't created those yet also add description to the product or service.
     
    Create price list. Add products and services as the price list items and define the pricing information.
     
    Now you can use those products and services in the opportunity products or also in the quotes.
     
    Refer this video where I explained product catalog in detail:
     
    https://youtu.be/3OqdUPNvtPo?si=4I82orjGlPDKLpZM
     
    Thanks 
    Affan
    If my suggested answer has helped please mark it as verified.
     
  • NR-21101957-0 Profile Picture
    NR-21101957-0 on at
    Types of service for specific products
    Hi @Muhammad.Affan, thank you for you response.
     
     Can you please provide a specific breakdown of how I would build the catalog according to the services I sell? I understand the catalog process but I am unsure how to build it for my specific needs.
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... on at
    Types of service for specific products
    Hello NR-21101957-0,
     
    You can follow below sequence to complete the action.
    1. Setup Unit and Unit Group
    2. Setup all the products and services and Products in D365 Sales along with product description in product bundle that you wants to print on quote.
    3. Setup Product Bundle (Combination of different existing products as needed), Specify the description in product bundle that you wants to print on quote.
    4. Setup Pricelist for Products and Bundles
    5. Add custom code (Power Fx/ Formula Column) to Opportunity Lines and Quote lines to pull description from Product
    6. Use Document Template to make quote template and add the require details (you can display the description from product using already added Formula/PowerFx column)
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak

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