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Percentage discount on product in the quotation - D365 Sales

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Posted on by CU24021528-0

Hello, I have a problem, I am using Dynamics 365 and when adding products to an offer I can add a discount on individual items but only as a value and I need a percentage discount.
Is this doable?

after that of course I will have to present it on the word tampleate ;)

Thx for any help.

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Vahid Ghafarpour 12,151 Super User 2025 Season 2 on at

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I believe you can

b. Type. To calculate the discount as a percentage of the price of the item, select Percentage or to give discount as a fixed amount, select Amount.

https://learn.microsoft.com/en-us/dynamics365/sales/set-up-discount-list#create-a-discount-list

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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The prior response is great if the discount being set up is based on bulk discounting, so essentially giving a discount for the quantity being sold. If I'm reading your question correctly, this is more about just being able to use a percentage to set a discount instead of a flat amount.

There is no field Out of Box for a discount percentage, but you can make one! The important thing is that at the end of the process, we want to make sure that the Out of Box discount field still contains the data we are looking for. I've found this to be the easiest way to handle things, as we are basically adding in a custom field and workflow that is used solely to populate the standard field (which ensures nothing else in your quote process breaks).

Create a new field on the Quote Line Item table called "Percentage Discount" and add it somewhere on your form

Up to you on the type. For percentages, I would usually recommend a whole number but if your requirement needs decimals you can go that route

Create a D365 Workflow and set it to run "Real-Time", this will ensure that the information is updated as soon as the line item is saved or updated

The workflow should trigger to run on create of the line item, or on change to the pre-discount amount or discount percentage

The workflow only needs to update your Out of Box Discount currency field. If you want to keep this entirely in CRM workflows, the math should be:

[Pre-Discount Amount] * (1 - ([% Discount] / 100))

Voila! Users have entered a percentage discount and you had the system calculate it as a currency value. Lock down your OOB Discount currency field so users don't mess up your math and you are good to go.

For alternatives, I would play around with the following other paths to calculate this:

A cloud flow gives you much better control over the math, but it can't be set to run in real-time. This means there will always be a slight delay on the math

You might be able to do a calculated or formula field to handle the math, and then a workflow after save to take the value from that formula field and place it into your discount currency field. This adds one more step needed, but reduces the amount of math you are trying to do in a classic workflow (which is not the easiest to do)

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CU24021528-0 14 on at

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Hi

- it's more about just being able to use a percentage to set a discount instead of a flat amount - YES thats it, so..

so I did 1 step.

but here is a question regarding this..."add it somewhere on your form"

I need it preferably here, with every product added....or haveing the column when adding the product...

and after that having the totals in the tab below.

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CU24021528-0 14 on at

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ok I think I get to the point to create the workflow...now how to do the math?

??[Pre-Discount Amount] * (1 - ([% Discount] / 100))??

It's running "Real-Time"

It's triggering to run on "on change" to the "discount percentage"

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CU24021528-0 14 on at

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a sorry one more thing I create the filed in

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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Apologies, I'm going to amend my answer. I went to go test a bit and I realized that the Quote Product table is one of those that is locked down from being updated through workflows. With that in mind, you have a few choices.

Write and register a plugin to do this math and populate the field

Benefits: Can run immediately and the math is a lot easier

Cons: Requires more technical knowledge to set up

Use a Cloud Flow to do the math

Benefits: Easier for a non-developer to do. Write a cloud flow to trigger on the Quote Product and do the math, then fill in the Discount field

Cons: Cannot be run in real-time, so there will also be a slight delay before the discount field is populated

Sorry for the confusion! Do note this is if you want to have the discount applied per line item, and allowing each line item to be discounted independently. If you want an overall percentage level discount on a quote, you can do this up at the quote level and it should be a little easier to accomplish.

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