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Use custom pricing for products

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The pricing engine in Dynamics 365 Sales supports a standard set of pricing and discounting methods, which might be limiting to your business depending on your specific requirements for applying taxation, discounts, and other pricing rules for your products. If you want to define custom pricing for your products in opportunities, quotes, orders and invoices, you can use the CalculatePrice message.

To use the custom pricing for your opportunities, quotes, orders, and invoices:

  1. Set the value of the Organization.OOBPriceCalculationEnabled column to 0 (false). You can also use the Sales tab in the system settings area in Dynamics 365 or Microsoft Dynamics 365 for Outlook to disable system pricing. More information: Configure product catalog information

  2. Create a plug-in that contains your custom pricing code for calculating the price for your opportunity, quote, order, or invoice.

  3. Register the plug-in on the CalculatePrice message.

    When the Organization.OOBPriceCalculationEnabled column is set to 0, every time an opportunity, quote, order, or invoice is created or changes, the plug-in registered on the CalculatePrice executes to calculate prices as specified in your custom code in the plug-in. The CalculatePriceRequest message doesn’t have any usage scenario of its own. It’s exposed so that you can plug in your own custom pricing calculation logic if you don’t want to use the out-of-box pricing provided by Dynamics 365 Sales.

    For a sample plug-in that calculates custom pricing for opportunities, quotes, orders, and invoices, see Sample: Calculate Price plug-in.

    If you want to revert to using the out-of-box pricing for your opportunities, quotes, orders, and invoices, set the value of the Organization.OOBPriceCalculationEnabled column to 1 (true). You can also use the Sales tab in the system settings area in Dynamics 365 or Dynamics 365 for Outlook to enable system pricing. More information: Configure product catalog information

Product pricing methods
Sample: Calculate Price plug-in
Product catalog tables