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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Why we will use Produc...
Customer experience | Sales, Customer Insights,...
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Why we will use Product-based Lines for Project service in Opportunity

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Posted on by madiri 242

HI,

Why we will use Product-based Lines for Project service in Opportunity

pastedimage1587919848549v1.png

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner

    Under product based lines we list any products that will be purchased along with the project. If we were defining a project to implement CRM, then typical product based lines would include CRM licenses.

    There are two types of product based lines, write-in products and existing products.

    pastedimage1587960809405v1.png

    Write-in products are simply free text entries that do not require the product to exist in the product catalog. These are useful for one-off purchases that you want to record without having the overhead of creating products and adding them to price lists.

    Products you regularly sell would exist in the product catalog and would be part of the price list associated with the opportunity. The Existing Product option allows you to add these to the opportunity.

    Below you will notice that I have added a product based line to my opportunity. Also, notice that this product has an edit option under properties. Properties are a standard feature of the product catalog. PSA however extends this functionality to give us product quantity properties. These are useful for products like licenses, when the quantity field is actually a combination of the length of the agreement and the number of licenses purchased.

    pastedimage1587960809405v2.png

    Note, it is possible to record a customer budget on the product based lines. (As we did on the project lines.) But with products it is the sales amount that is used by the system to calculate to total estimated revenue.

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