

For more information, see "Best Price Calculation" section.Ĭoncerning prices, you can have a special sales price inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists.Ĭoncerning discounts, you can set up and use two types of sales discounts: Discount TypeĪn amount discount that is inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists.

When you have recorded special prices and line discounts for sales and purchases, Dynamics NAV ensures that your profit on item trade is always optimal by automatically calculating the best price on sales and purchase documents and on job and item journal lines. As of this writing (), the application bits have not caught up with the licensing, and so you will still see the Marketing List entity in the Dynamics 365 for Sales Professional deployment, but (theoretically, according to the licensing guide) you won’t have access rights to it.The different price and discount agreements that apply when selling to different customers must be defined so that the agreed rules and values are applied to sales documents that you create for the customers. In Dynamics 365 for Sales Professional, we don’t have those access rights. In Dynamics 365 for Sales (Enterprise edition) app, we do have the Marketing List entity. If you’re looking for functionality like email marketing or marketing automation, you won’t get that in Dynamics 365 Sales Professional - and you should instead look to Dynamics 365 Sales Enterprise edition in tandem with ClickDimensions. So, now there are five Enterprise edition apps within the realm of Dynamics 365 Customer Engagement: Sales, Customer Service, Field Service, Project Service Automation, and Marketing. With changes over the past few years, the marketing module has been partially merged into the Sales app, and partially separated-out into a separate business app (namely, the new Marketing app). Sales, Marketing, and Customer Service have traditionally been the big three for CRM. To explain the odyssey of Marketing Lists in Dynamics 365 for Sales Professional, we need explain Dynamics 365 Enterprise edition. ClickDimensions Marketing Automation –.Dynamics 365 Customer Service Case Management –.Azure Synapse Link to replace Data Export Service –.Cloud Desktop as a Service with Azure –.AvePoint Cloud Backup for Dynamics 365 CRM.Microsoft 365 Business Premium for Non-Profits.Dynamics 365 for Customer Engagement On-Premises.
