A company is implementing Dynamics 365 Sales.
The company has ten products and four territories.
Each territory must have a price list specific for the territory and must use these prices as default product prices.
You need to configure the price lists for the territories.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.C.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-productsThe correct answer to this question is C. Create a price list for each territory and add a territory relationship record.
Explanation:
In Dynamics 365 Sales, a price list is a collection of products and services with their corresponding prices. It is possible to create multiple price lists to accommodate different scenarios such as different territories, customers, or product bundles.
In this scenario, the company has ten products and four territories. Each territory requires a price list specific to that territory, and the prices in the price list should be used as the default product prices. Therefore, the best approach is to create a price list for each territory.
To create a price list in Dynamics 365 Sales, follow these steps:
Go to Sales > Price Lists from the navigation bar.
Click New to create a new price list record.
Fill in the necessary details for the price list, such as the name and the currency.
Add the products and services to the price list, along with their corresponding prices.
Save and close the price list record.
Once the price lists have been created, the next step is to associate each price list with its corresponding territory. This can be achieved by creating a territory relationship record for each price list. To create a territory relationship record, follow these steps:
Go to Sales > Territories from the navigation bar.
Select the territory that you want to associate with a price list.
Go to the related records tab and click the + button to create a new record.
Select the Price Lists entity from the dropdown list.
Select the appropriate price list from the Price List lookup field.
Save and close the territory relationship record.
Repeat these steps for each territory and its corresponding price list.
In conclusion, the best approach for configuring the price lists for the territories in Dynamics 365 Sales is to create a price list for each territory and associate each price list with its corresponding territory using a territory relationship record.