Leverage the Dynamics 365 Commerce pricing engine to create a sales quote in Dynamics 365 Sales
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Nov 9, 2020 |
Feb 5, 2021 |
Business value
The sales quote process is often initiated in a CRM application such as Dynamics 365 Sales. However, the fulfillment of the quote mostly happens in the ERP application, from a warehouse or a brick-and-mortar store. Usually the CRM and the ERP systems have different pricing engines, so if a user in ERP tries to make any updates to the sales quote, the prices for the items can change and the user has to manually fix the prices. With this feature, we enable the capability to use the Commerce pricing engine for the quotes created in the Sales application, ensuring consistent pricing across the quote creation and quote fulfillment applications.
Feature details
To leverage this feature, the dual-write functionality should be enabled in the Dynamics 365 Commerce environment. Once enabled, users in the Sales application can use the Price quote operation, which will appear on the sales quote page, to trigger the Commerce pricing engine for price calculations. Any changes to the quote in either of the applications are automatically synced using dual-write, ensuring the quote price is consistent across the applications.
See also
Use the Dynamics 365 Commerce pricing engine with Dynamics 365 Sales (docs)