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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Can a price list be deposited on the account?

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Posted on by 15

Is it possible to deposit a price list on the account? We want to see an actual price list on every account with its special prices and conditions. 

THank you!

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  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Tanne,

    We will create a manual N:N relationship for Account and Price List.

    First please read this blog to understand manual N:N relationship: https://carldesouza.com/understanding-intersect-entities-and-nn-relationships-in-dynamics-365/

    Step 1. New an entity for intersect.

    pastedimage1592210717115v1.png

    Step 2. New N:1 relationship between this entity and Account, Price List. 

    pastedimage1592210741842v2.png

    pastedimage1592210825505v3.png

    Step 3. New some fields for the conditions.

    pastedimage1592211019660v4.png

    Insert these filelds and two lookup fields (Account, Price List) to the form.

    pastedimage1592211176613v5.png

    Step 4. New a view, keep the columns as Price List and conditions fields. Publish all customizations.

    pastedimage1592211272221v6.png

    Step 5. Insert the intersect entity sub-grid on the Account form, select the created view.

    pastedimage1592211953878v10.png

    Step 6. New the intersect entity records.

    pastedimage1592211749870v7.png

    pastedimage1592211774608v8.png

    pastedimage1592211797365v9.png

    In this way, on the Account form, there is a sub-grid to show the Price List and the conditions.

    pastedimage1592212345374v11.png

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Has this problem been solved?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1592980788493v1.png

    Thanks.  :)

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