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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Custom calculation of ...
Customer experience | Sales, Customer Insights,...
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Custom calculation of opportunity product and quote product

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Posted on by Community Member

Hi all, we are having trouble managing opportunity product and quota product. Our business involves the sale of licenses, so the calculation should be based on the product of number of licenses come * number of months the license is valid * price per unit -- to follow all discount lists associated with the product. Do you have any suggestions? Thank you very much

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    RE: Custom calculation of opportunity product and quote product

    Hello Fedeman,

    As per your requirement you can use the OOB Price List entity which will be more efficient w.r.t to the Product Price. Steve already provided a solution which will cover the base. If user need any custom Price then they can also provide in opportunity product record.

    Please refer below article if you need more information related with the Price list entity.

    https://www.encorebusiness.com/blog/understanding-the-dynamics-365-crm-product-catalog-price-lists-and-price-list-items/

    Thank you,

    Amit Katariya

  • Community Member Profile Picture
    Community Member on at
    RE: Custom calculation of opportunity product and quote product

    Hi Abdul Wahab, could you give me the details? I am not very sure about the proposed solution

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: Custom calculation of opportunity product and quote product

    Hi Fedeman

    It is something similar to 'Unit Group' is Year and 'unit' is Month.

    You have bundled. Bundle of the month. 2 months and so on. I think it should be something like this if you want to map it to OTB.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Community Member Profile Picture
    Community Member on at
    RE: Custom calculation of opportunity product and quote product

    Hi Abdul Wahab Abdul, so you mean to set units for each possible duration? e.g. 1 to 24 months?

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: Custom calculation of opportunity product and quote product

    Hi Fedeman ,

    Here you are:

    1. The number of Licenses is Quantity
    2. The Number of Months the License is valid in Unit
    3. The Price per unit

    This is how you can map it with the out-of-the-box system.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Custom calculation of opportunity product and quote product

    Hi Fedeman,

    You can add the license as products and set its "Unit" to Month. Then add them to price list and set the discount list.

    pastedimage1663307272324v1.png

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