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Role based Price lists in Dynamics CRM RRS feed

  • Question

  • We have 3 diffrent groups that sell the smae product but at diffrent prices.  Our sales model is similar to a dealer model and some sales reps have diffrent prices so when they login we only want them to see the price list associated to them.

    Sales rep one = access to and ability to build quotes for the price list group or role. So when he logs in he only will have acces to the price list associated to his role.

    Sales Rep 2 = a diffrent price list.  I only want him to see the price list assigned to his role.

    Any suggestions on how to accomplish this???

    Wednesday, November 4, 2009 9:07 PM

Answers

  • Hi,

    Since CRM's order, quote and invoice module still weak.  Role based price using the default built-in price list is will not be easy to accomplish in my opinion.  If you are creating a custom pricelist using a custom entity, that might work however it will break the out of the box price calculation for the quote.

    I would check to see if there's any 3rd party add-on for this functionality.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, November 5, 2009 4:40 AM
    Moderator

All replies

  • Hi,

    Since CRM's order, quote and invoice module still weak.  Role based price using the default built-in price list is will not be easy to accomplish in my opinion.  If you are creating a custom pricelist using a custom entity, that might work however it will break the out of the box price calculation for the quote.

    I would check to see if there's any 3rd party add-on for this functionality.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, November 5, 2009 4:40 AM
    Moderator
  • Price lists are organization-owned so there is no role-based security for them. The most efficient solution might be some jscript to validate a specific user is using a price list that they are permitted to.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, November 6, 2009 8:51 PM
    Friday, November 6, 2009 8:51 PM
  • Aren't price lists associated with the customer record?  Assuming 3 price lists for 3 roles, you could write a plug-in to check the owner's role on create and assign messages to set the price list.  When someone got "promoted" to a better price list, however, you would have to intervene to change all his accounts' price list.
    Friday, November 6, 2009 9:11 PM