Customer Engagement & Dynamics CRM Forum

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Discounting Options?

  • 1.  Discounting Options?

    Posted Mar 15, 2021 02:36 PM
    Hi there,

    Curios if anyone is aware  of any custom discounting solutions, or 3rd party tools that allow you to offer product discounts for specific accounts. I figure we could create a custom entity and discount orders for key accounts, but we would like to discount only for specific 'products' and so so for certain key accounts.


    keith courtemanche

  • 2.  RE: Discounting Options?

    Posted 30 days ago
    You may want to take a look at the Business Central or Finance and Operations offerings. I know they have some more detailed pricing models i.e. price levels, kitting, quantity discounts, etc. While we haven't used them yet, and are just starting to explore these options, presumably, they are all based on the Common Data Model so 'should' mix nicely with your existing D365 data.

    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL

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