Having created the price list, it will be given price list items. Then any quotes, opportunities or orders generated by converting the campaign responses will receive this promotional price. Once this has been done, any campaign responses created against the campaign will inherit the price list. Tip: Out of the box the price list option might not shown on the marketing campaign form. It is also possible to define “special” price lists that you may wish to associate with specific marketing campaigns, maybe a time limited one-off offer. (As exporting the goods to Europe may include additional costs and also might need to reflect the Euro price rather than pounds sterling.)

Or maybe a UK Price list and a European Price List. For example, you may have a wholesale price list and a retail price list. A price list can apply to particular “levels” or “types” of customer.

In this post I’ll cover the concepts connected with price lists.Ī price list defines the value that will be charged for a product. Because of this I intend to take several posts to cover all of the details connected with the product catalog. From this we can learn that the product catalog covers many topics including product families, bundles, price lists, discount lists and much more. This time I will cover the concepts around price lists.īelow you can see the skills measured statement that refers to the product catalog. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision.

Dynamics 365 price list