Learn how to create a new price list in Microsoft Dynamics 365 Field Service to apply a 15% discount on work orders for a specific customer. Avoid common mistakes and streamline discount management with the right solution.
Table of Contents
Question
A field service organization wants to offer a discount on services for a specific customer based on a recent purchase of a high-value product. You need to create an entitlement that applies a 15% discount on work order services for this customer for one year. What should you do?
A. Adjust the default price list to include a 15% discount across all customers.
B. Create a new price list with a 15% discount and associate it with the customer’s billing account.
C. Create a promotion code that the customer can use to claim the discount on each service.
D. Instruct the service team to manually apply a 15% discount to all work orders for the customer.
Answer
B. Create a new price list with a 15% discount and associate it with the customer’s billing account.
Explanation
Creating a new price list with a 15% discount and associating it with the customer’s billing account is the correct way to automate the application of the discount to work order services for the specified customer. Instructing the service team to manually apply discounts is error-prone and inefficient. Adjusting the default price list would affect all customers, not just the targeted one. Promotion codes are not a feature of Microsoft Dynamics 365 Field Service for work orders.
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