After a long hiatus, I’m pleased to be back with a brand new tutorial video for Dynamics 365 Customer Engagement! This time, we’ll take a closer look at how to set up a custom pricing solution within the application, using a C# plug-in. For organisations who are looking to tailor out of the box pricing for Quotes, Opportunities, Orders and Invoices, a custom pricing plug-in provides a straightforward and powerful mechanism to achieve this requirement. See how easy it is to get started with them by watching the video below:
This is an accompanying blog post to the video, which includes a few relevant links and further reading topic areas that may be of interest.
GitHub
All code samples and the presentation slides from the video can be found on my GitHub page.
Useful Links
Visual Studio 2019 Community Edition Download
Setup a free 30 day trial of Dynamics 365 Customer Engagement
Source Code Management Solutions
- Azure DevOps - Free for up to 5 users and my recommended choice when working with Dynamics 365 Customer Engagement
- BitBucket
- GitHub
Microsoft Docs Tutorials/Articles
- Use custom pricing for products
- Sample: Calculate Price plug-in
- Power Platform Requests limits and allocations
Blog Posts
- A Few Observations on Using Custom Pricing Plugins Alongside Project Service Automation
- Automatically Populate Extended Amount Field When Using Custom Pricing (Dynamics CRM/365 for Enterprise)
- Implementing Custom Calculations for Sales Entities (Dynamics CRM/Dynamics 365 for Enterprise)
- Mapping Product Attributes to Quote/Order/Invoice Line Items (Dynamics 365 Customer Engagement)
Want to learn more about Dynamics 365 Customer Engagement? Check out my previous videos using the links below:
- Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly
- Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Plug-in
- Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function
Have a question or an issue when working through the code samples? Leave a comment below or contact me directly, and I will do my best to help. Thanks for reading and watching!