System Settings Sales tab
Use the settings on this page to configure system-level settings for the sales area of customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).
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.
If you are using a Sales web application, go to Settings > Administration > System Settings, and then select the Sales tab.
If you are using the Sales Hub App, select the Site map icon , then select ellipsis , then select App Settings, and then select Product Catalog Settings.
|Select whether products should be created in the active state|
|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.|
|Set whether the default pricelist for an opportunity should be selected via an inbuilt rule|
|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.|
|Set maximum number of products in a bundle|
|Maximum number of products in a bundle||Type the maximum number of products a bundle can have.|
|Set pricing calculation preference|
|Use system pricing calculations||Click Yes to use the pricing calculations of customer engagement apps. 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.|
|Set whether a discount is applied as a line item or per unit|
|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. *See the table below that shows the difference between the two calculations.|
|Set maximum number of properties allowed for a product or bundle|
|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.|
*Table: Difference between 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|
Set up a product catalog: Walkthrough
Define product pricing with price lists and price list items
Set up a discount list
Set up product bundles to sell multiple items together
Use properties to describe a product
Administrator and Sales Manager Guide