Create price lists and price list items to define pricing of products


Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Price lists tell your sales agents what to charge for your products or services. You can create multiple price lists so that you can maintain separate price structures for different regions you sell your products in or for different sales channels.

Price lists tie the unit, product, and pricing details together, so before you create a price list, make sure the units and products are in place.

On this page

Down arrow button Step 1: Create a price list

Down arrow button Step 2: Add items to the price list

Down arrow button Step 3: Define default price list for territories

Step 1: Create a price list

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. In the Product Catalog area, click Price Lists.

  4. To create a new price list, click New.


    To edit a price list, open a price list from the list.

  5. Fill in your information. Use the handy tooltips as a guide.

  6. Click Save.


You must create at least one price list for each of the currencies that your organization does business in.

Step 2: Add items to the price list

Create a price list item for each unit in which the product is available. For example, if the product is available as a single item (each), in a dozen, and in a gross, create three list items. This lets you order the product in any quantity you want, using the same price list. You can add price list items from the product form also.

  1. In the price list record, in the Price List Items section, click the Add Record button Add a record button.

  2. Fill in your information. Use the handy tooltips as a guide.

    • In the Product and Unit box, select the product and unit for which you’re creating this price list item.

    • To offer a discount on the combination of the product and unit, select a discount list.

    • In the Quantity Selling Option drop-down box, select whether the product or service can be ordered in whole, partial, or both types of quantities. This information is used in the Quantity field of Quote Product, Order Product, and Invoice Product records:

      • No Control. Microsoft Dynamics 365 doesn’t enforce a quantity selling option.

      • Whole. Selling a partial product isn’t allowed. For example, digital cameras cannot be sold in fractions.

      • Whole and Fractional. The product can be sold both in whole and fractional units. For example, wood chips can be sold in cubic yards, or in fractions of a cubic yard.

    • In the Pricing Method drop-down box, select an option that determines how the pricing will be calculated. It could be a certain amount, or a percentage of the current or standard cost.

    • If you selected Currency Amount as the pricing method, in the Amount box, type the amount at which the product will be sold.


      If you selected any value other than Currency Amount as the pricing method, type the percentage for the pricing method that you want.

    • If you selected a pricing method other than Currency Amount, you can set up a rounding policy. For example, if you want per unit prices to be in the form of $0.99, you can select a rounding policy where all prices per unit automatically have a price that ends in 99 cents. To do this, you select the rounding policy to round the price up, and then set the price to end in a certain amount, such as 99 cents.

      • None. Prices are not rounded.

      • Up. Prices are rounded up to the nearest rounding amount.

      • Down. Prices are rounded down to the nearest rounding amount.

      • To Nearest. Prices are rounded to the nearest rounding amount.

    • In the Rounding Option drop-down box, select Ends in or Multiple of if you want the price to end in a certain amount or multiples of a certain amount.

    • In the Rounding Amount box, enter the amount.

  3. Click Save.

Step 3: Define default price list for territories

Make sales agents' job easier by adding default pricelists for territories or customer segments the agents are managing. When sales agents are working on opportunities, they see the default price list. Sales agents can later select other price list that they’ve permission on. You can have one price list as the default for multiple territories.


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.

  1. In the price list record, in the Territory Relationships section, click the Add Record button Add a record button.

  2. In the Connection form, in Name, click the Lookup button, and select a territory.

  3. Click Save & Close.

  4. In the price list form, click the Auto Save button Auto save button.

    When the sales agents set or change the customer for an opportunity, if a default price list is added to their territory (customer segment), it is shown.

Typical next steps

Right arrow button Publish a product or bundle to make it available for selling

Home button Set up a product catalog: Walkthrough

See Also

System Settings dialog box - Sales tab
Classify products and bundles into product families