In today’s dynamic sales environment, everyone is on the hunt for any discounts that can save them money. When these sorts of discounts apply it is important to display discounted prices to specific clients while keeping the original retail price for others. This article explores a customization technique using conditional fields to dynamically adjust pricing on generated invoices based on the availability of discounts, ensuring transparency and meeting your specific business needs.
Customization Solution:
To implement conditional pricing in Dynamics 365 Sales, we created a set of calculated fields that dynamically determine the appropriate price based on whether a discount applies. These fields, Discounted Price per Unit and Discounted Extended Amount, populate the template with the discounted amount if a discount is available, otherwise displaying the original price.
Calculated Field: displays discounted price per unit if discount applied; otherwise, displays price per unit.
Next, we would map these calculated fields to your quote word template to ensure the correct price information is displayed on the generated document. Here is an example:
Implementing This Customization:
By implementing this customization, businesses can enhance transparency, maintain data integrity, and achieve greater flexibility in their pricing strategies. This empowers organizations to provide accurate pricing information to customers while preserving essential data for tracking and reporting purposes. Additionally, the customization’s adaptability allows businesses to tailor their pricing strategies to various scenarios and customer segments. Conditional pricing customization is a valuable tool; however, the complexity of implementation may vary depending on your specific requirements and the existing structure of your Dynamics 365 Sales environment.
For more information about implementing this customization and how it can benefit your business, reach out to Bond Consulting Services at Sales@BondConsultingServices.com or click here to schedule a free consultation. Our Dynamics 365 experts can guide you through the process and ensure it aligns with your overall business processes. Alternatively, you can always visit our YouTube channel for helpful video walkthroughs and recorded webinars.
