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Suggested answer

Subscription-based quote

Posted on by Microsoft Employee

If I were an investment manager who bills a client based on NAV, and I have a tiered rate structure, my quote would ideally look like this:

Product Name NAV From NAV To Management Fee % Minimum Charge
Asset Management Fee $0 $1,000,000 2% $200,000
$1,000,000.01 $100,000,000 1%
$100,000,000.01 Upwards 0.5%

Does anyone know the best way to generate a quote like this in Dynamics 365?

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Subscription-based quote

    Hello,

    Sorry to hear this. Can you perhaps repost it again and describe that NAV is not Dynamics NAV.

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Subscription-based quote

    For anyone reading this, "NAV" stands for net asset value, not Dynamics NAV. I don't know why my post is moved to the NAV forum, because I think this is a CRM problem.

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