System Settings dialog box - Sales tab
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
Use the settings on this page to configure system-level settings for the sales area of Microsoft Dynamics 365.
Important
This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
- Follow the steps in View your user profile.
Go to Settings > Administration.
Click System Settings and then select the Sales tab.
Fill in the information:
Settings
Description
Create products in active state
To set the products to active state by default after creation, click Yes. This option applies only to products that don’t have a parent product family. To create products in the Draft state, click No.
Allow selection of default pricelist for opportunity via inbuilt rule
Click Yes if you want the default price list to be selected for an opportunity based on the inbuilt rule (based on the default price lists defined for territories). Otherwise, click No.
Maximum number of products in a bundle
Type the maximum number of products a bundle can have.
Use system pricing calculations
Click Yes to use the pricing calculations of Microsoft Dynamics 365. To use custom pricing by using a plug-in, click No. When set to No, the default pricing calculations won’t be done on opportunity, quote, order and invoice records.
Discount calculation method
Select Per unit if you want the pricing engine to calculate the discount based on the prices per unit instead of a line item. By default, the calculations are done on a line item-basis. The following table shows the difference between the two calculations
Discount method
Product
Price per unit
Quantity
Discount
Amount
Line item
Product 1
100
11
10
(100*11)-10=1090
Per unit
Product 2
100
11
10
(100-10)*11=990
Maximum number of properties that are allowed for a product or bundle
Type the maximum number of properties (specifications) a product or bundle can have. Product properties are added to a product family record, and all the child products and bundles under the product family inherit the properties added to the parent product family. The number specified in this setting is applied only when you publish a product or a bundle with the associated properties.
See Also
Set up a product catalog: Walkthrough
Create price lists and price list items to define pricing of products
Set up a discount list
Create product bundles to sell multiple items together
Use properties to describe a product