It’s a good idea to have a backup of your CRM system’s “Solution”. A Solution is a repository of all customizations and modifications to all components within your organization. Components include entities, fields, relationships, forms, reports, processes, and other elements as well.
The Solutions feature can be used to export all unmanaged solution customizations such as modified forms, views, and mappings. Later, the solution customization can be imported to the same organization or a different organization.
For example, you can export a solution from an on-premises deployment of Dynamics 365 for Customer Engagement and then import it into a Dynamics 365 for Customer Engagement organization.
The Solutions feature is located in the Customization area of the Settings area in the Dynamics 365 for Customer Engagement web application. It is a good practice to export your customizations before you make changes. If there is any unexpected behavior, they should be imported back by the user.
Steps to Export Customizations
In order to export customizations in Microsoft Dynamics CRM, you need to export them from under Settings → Customization →Customize the System:
In order to export the solution, all customizations must be published first.
After that, there is an option to export system settings along with the solution. When you import the solution later, the settings are automatically applied to the system.
And there you are! The exported solution will appear as a .zip file. If you import it, you can easily restore the previous customizations. This will give you the chance to play around more freely.
Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you’ll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they’re ready. Best practices recommend that you proceed as follows:
- Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.
- Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.
- Test the customized solution on your sandbox until you’ve confirmed it’s working correctly.
- Export the custom solution from your sandbox and then Import it into your production environment.
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Apart from standard item pricing, Microsoft Dynamics RMS allows defining three additional price levels for each item namely Price Level A, B, and C. In other words, using these additional price fields you can set up customer-specific pricing by assigning your customer to any of the prices levels.
For example for Item #15110 the standard price is $ 10.00, Price Level A is $9.00, Price Level B is $8.00 and Price Level C is $6.00. You assigned your customer David to Price Level C, whenever you sell Item #0001 to David the system will charge $6.00, as Price Level C is assigned to David.
Microsoft Dynamics RMS – Store Operations
Microsoft Dynamics RMS Store Operations is the front-line solution that processes transactions. Above all, it maintains customer information and tracks the inventory. This system integrates with popular accounting software such as Microsoft Dynamics GP and QuickBooks. It also has open standards which allow universal Windows import/export capabilities. The feature to set up customer-specific pricing also comes under this umbrella.
Customer-Specific Pricing and Promotions
- Set up a mix-and-match pricing structure, including pricing and percentage discounts.
- “Buy X, get Y” discount capability, including percentage discount.
- Set lot pricing (single, six-pack, case, etc.).
- Multiple price levels per customer can be set.
- Set mixed-case discounts.
- Discount from retail and mark up from cost.
- Set profit margin and price rounding rules.
- Similarly, set percent of discount.
- Put items on sale/promotion.
- Set up happy hours and sales schedules.
- Multiple tax rate tables (percent, base, cap), multiple sales tax.
- Define sales commission schedule.
- Drive increased sales with discount functionality, including mixed-case discounts.
- Track purchases by date, price, and quantity.
- Search by account information.
- Define different account types
- Enable Aged Receivables option.
- Look up, adjust, and track invoices for specific customer accounts
- Apply finance charges on accounts.
- Bill payments for net terms.
- Place limits on customer purchases for the specified time period.
- Utilize 15 user-defined fields for customer data, including birth date, driver’s license number, and resale permit number.
- Create customer accounts at the POS.
- Set up multiple shipping addresses per customer.
- Reprint customer statements and receipts.
- Generate mailing lists.
- Print accounts receivable aging report.
- Print account activities report.
Watch the video below.
Operate more efficiently by automating the transactions between Microsoft Dynamics RMS and your ERP/accounting software. Therefore, stop worrying about your books and start focusing on selling more.
- Manage and Sync inventory information between your ERP and multiple stores.
- In addition, report daily sales transactions from all stores to your ERP.
- Above all, build customer profiles using Microsoft Dynamics RMS data and info from other systems.
- Manage item data and synchronize to all stores.
- Similarly, manage B2B sales in your brick and mortar stores.
- In conclusion, integrate Microsoft Dynamics RMS with NetSuite, Microsoft Dynamics (NAV, GP), or more.