System Settings dialog box - Sales tab

Define global sales settings for products, pricing, and discounts.

License and role requirements

System settings for Sales

Learn about the system-level settings for Dynamics 365 Sales.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

2. In your app, select the Settings icon, and then select Advanced Settings.

   

   The Business Management settings page opens in a new browser tab.

3. On the navigation bar, select Settings, and then under System, select Administration.

4. Select System Settings.

   Settings	Description
   Select whether products should be created in the active state
   Create products in active state	To set the products to active state by default after creation, click Yes. This option applies only to products that don’t have a parent product family. To create products in the Draft state, click No.
   Set whether the default pricelist for an opportunity should be selected via an inbuilt rule
   Allow selection of default pricelist for opportunity via inbuilt rule	Click Yes if you want the default price list to be selected for an opportunity based on the inbuilt rule (based on the default price lists defined for territories). Otherwise, click No.
   Set maximum number of products in a bundle
   Maximum number of products in a bundle	Type the maximum number of products a bundle can have.
   Set pricing calculation preference
   Use system pricing calculations	Click Yes to use the pricing calculations of Dynamics 365 Sales. To use custom pricing by using a plug-in, click No. When set to No, the default pricing calculations won’t be done on opportunity, quote, order and invoice records.
   Set whether a discount is applied as a line item or per unit
   Discount calculation method	Select Per unit if you want the pricing engine to calculate the discount based on the prices per unit instead of a line item. By default, the calculations are done on a line item-basis. *See the table below that shows the difference between the two calculations.
   Set maximum number of properties allowed for a product or bundle
   Maximum number of properties that are allowed for a product or bundle	Type the maximum number of properties (specifications) a product or bundle can have. Product properties are added to a product family record, and all the child products and bundles under the product family inherit the properties added to the parent product family. The number specified in this setting is applied only when you publish a product or a bundle with the associated properties.

   *Table: Difference between calculations

   Discount method	Product	Price per unit	Quantity	Discount	Amount
   Line item	Product 1	100	11	10	(100*11)-10=1090
   Per unit	Product 2	100	11	10	(100-10)*11=990

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

Create price lists and price list items to define pricing of products
Set up a discount list
Create product bundles to sell multiple items together
Use properties to describe a product
Administrator and Sales Manager Guide