• Discount Calculation Method for Product Line Items in Dynamics 365

      Colin Maitland, 15 November 2018

      There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s

      Read the full article here
    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 3 of 3

      Colin Maitland, 07 September 2018

      In the third of this three-part series I will describe the second of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

      Read the full article here
    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 2 of 3

      Colin Maitland, 06 September 2018

      In the second of this three-part series I will describe the first of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

      Read the full article here
    • Tax and Discounts Quotes/Orders in Dynamics 365 - Part 1 of 3

      Colin Maitland, 05 September 2018

      In the first of this three-part series I will briefly describe how the Tax Amount field for Quote/Order Products and Total Tax Amount field for Quotes/Orders in Microsoft Dynamics 365 work, especially when a Discount has also been applied to Quote/Order. TAX AMOUNT AND MANUAL DISCOUNT ON QUOTE/ORDER

      Read the full article here
    • System Calculated Fields - Dynamics 365 Quote and Order Discounts

      Colin Maitland, 20 August 2018

      In the third part of this three-part series I will describe two system calculated fields for Quotes/Orders that provide system calculated totals for the discounts that have been applied to the Quote/Order. These two fields are not displayed on the Order form but can be added to the Order form if req

      Read the full article here
    • Rounding Options for Price List Items in Dynamics 365

      Colin Maitland, 17 August 2018

      Price List Items in Dynamics 365 allow the configuration of pricing for Products using several options. These options are Currency, Discount List, Quantity Selling Option, Pricing Method and Rounding Policy. In this article I will describe the Rounding Policy options for Price List Items in Dynamics

      Read the full article here
    • System Pricing Calculations for Quotes and Orders in Dynamics 365

      Colin Maitland, 15 August 2018

      In this article I will briefly describe the System Pricing Calculations for Quotes/Orders in Microsoft Dynamics 365. It is possible to disable the System Pricing Calculations for all the pricing fields on Opportunities, Quotes, Orders and Invoices in Dynamics 365. Refer to https://msdn.microsoft.com

      Read the full article here
    • How to Provide User Access to Update Global Option Sets in Microsoft Dynamics 365

      Colin Maitland, 07 August 2018

      In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customiser Security Roles. Here’s how. Add these four permissions to an existing or new Security Role a

      Read the full article here
    • Adding Manual Discounts to Quotes and Orders in Dynamics 365

      Colin Maitland, 27 July 2018

      In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: •    Discount Percent: Is a manually applie

      Read the full article here
    • Automatically Apply Discounts to Quotes And Orders in Dynamics 365

      Colin Maitland, 30 July 2018

      In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar

      Read the full article here
    • Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365

      Colin Maitland, 28 June 2018

      ↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the Applica

      Read the full article here
    • Complex SLA 5 - Configure Multiple SLAs with SLA Instance D365

      Colin Maitland, 19 June 2018

      ↩ Part 4 - Configure Forms/Views for SLA Instances in Dynamics 365  In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunity related SLA Instances with multiple SLA Items based on the SLA KPIs previously described in this series. In this approach the

      Read the full article here
    • Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 15 June 2018

      ↩ Part 3 - Configure KPIs for Custom SLA Instance in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA Instances, SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Form for us

      Read the full article here
    • Complex SLA 6 - Configure SLA Instance Business Logic in Dynamics 365

      Colin Maitland, 21 June 2018

      ↩ Part 5 - Configure Multiple SLAs with SLA Instance in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities and SLA Instances for the effective operation of the Opportunity related SLA Instances related SLA described in this series. Configu

      Read the full article here
    • Complex SLA 2 - Create Custom SLA Instance Entity in Dynamics 365

      Colin Maitland, 11 June 2018

      ↩ Part 1 - Multiple SLAs with Different Dates in Dynamics 365 In this article I will demonstrate how to configure the SLA Instance entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). In this approach the SLA KPIs are tracked against the SLA Instance rather than against the Opportun

      Read the full article here