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Opportunity Elements - Setup

This guide shows you how to set up Opportunity Elements in Business Central.

Prerequisites​

Before you can set up Opportunity Elements, ensure that:

  • Dimensions are created: The two dimensions you want to use must already be created in Business Central (e.g., MANUFACTURER, PURCHASE TYPE, PRODUCT TYPE).
  • Items are assigned Dimensions: Items must have Default Dimensions. Only items with both configured dimensions and dimensions values are considered for Opportunity Elements.
  • DYCE API Connector for Dataverse is installed: The app must be installed and licensed.

Step 1: Open Marketing Setup​

  1. Open Business Central.
  2. Search for Marketing Setup.
  3. Open the page.

Step 2: Configure dimensions for Opportunity Elements​

Scroll down to the Opportunity Elements FastTab.

Field: Opportunity Element Dimension 1 Code​

Select the first dimension to be used for the Opportunity Elements.

Examples:

  • MANUFACTURER (e.g., for IT distributors)
  • INDUSTRY (e.g., for service providers)
  • ITEM CATEGORY (e.g., for wholesalers)

Important:

  • This dimension forms the first part of the Opportunity Element Code.
  • The dimension must be defined as a Default Dimension on items.
  • Format of the Code: Dim1Value-Dim2Value (e.g., HP-PURCHASE).

Field: Opportunity Element Dimension 2 Code​

Select the second dimension to be used for the Opportunity Elements.

Examples:

  • PURCHASE TYPE (Purchase, Rent, Leasing)
  • PRODUCT TYPE (Notebook, Server, Desktop)
  • SERVICE TYPE (Consulting, Development, Support)

Important:

  • This dimension forms the second part of the Opportunity Element Code.
  • The dimension must be defined as a Default Dimension on items.

Field: Subscription Date Formula for Opp. Element​

Enter the Date Formula to be used for calculating subscription values.

Default Value: 12M (12 months)

What does this mean?
If a sales quote contains subscriptions, these are extrapolated in the Sales Calculation Elements. The formula determines the period for extrapolation.

Example:

  • Subscription: Microsoft 365 at 50 EUR/month
  • Date Formula: 12M
  • Calculation: 12 × (50 EUR / 1 month) = 600 EUR
  • The value 600 EUR flows into the Sales Calculation Elements.
Note

Use only simple Date Formulas with one period. Complex formulas like 2Y+6M are not supported.

Step 3: Apply configuration and generate Opportunity Elements​

  1. When both dimension codes are configured, a confirmation prompt appears: 
    All existing Opportunity Elements will be deleted and recreated based on the new dimension configuration. Do you want to continue?
  2. Confirm with Yes.
  3. The system automatically generates all Opportunity Elements based on the Item Dimensions.
  4. A message indicates how many Opportunity Elements were created.

Step 4: Check Opportunity Elements​

  1. Search for Opportunity Elements.
  2. Open the list.
  3. You see all generated Opportunity Elements with:
    • Code: Automatically generated (Format: Dim1Value-Dim2Value)
    • Description: Automatically generated from Dimension Value Names
    • Dimension 1 Code and Dimension 1 Value
    • Dimension 2 Code and Dimension 2 Value
Note

Opportunity Elements cannot be created manually as they are automatically generated from Item Dimensions. The description can be changed manually.

Step 5: Set up Smart Workflow Tool process​

For Opportunity Elements to be automatically calculated for a quote, a corresponding process must be set up in DYCE Smart Workflow Tool.

  1. Search for Processes and open the list.
  2. Create a new process for:
    • Page: Sales Quote
    • Table: Sales Header
  3. Set a filter for the process:
    • Document Type: Quote
  4. Define the desired process steps via the Status action (e.g., NEW, IN PROGRESS, RELEASED).
  5. Select the status where the calculation should take place (e.g., RELEASED).
  6. Click on the value in the No. of Actions column.
  7. Add a new line:
    • Type: Codeunit
    • Object ID: 72077785
    • Description: DYCEACDOppElementWorkflowInt

This step ensures that when this status is reached, the Opportunity Elements are recalculated and updated based on the lines of the Quote.

Important remarks​

Changing the dimension configuration​

If you want to change the dimension configuration:

  1. Check for active opportunities: The system checks if open opportunities with Opportunity Calculation Elements exist.
  2. Error message with active opportunities: 
    The dimension configuration cannot be changed because Opportunity Elements are used in active opportunities.
    In this case, you must either:
    • Close the affected opportunities.
    • Remove the Opportunity Calculation Elements from the opportunities.
  3. Recreation of all Opportunity Elements: Upon change, all existing Opportunity Elements are deleted and recreated. This also affects synchronization to Dynamics 365 Sales.

Which items are considered?​

Only items that have both configured dimensions as Default Dimensions are considered for Opportunity Elements.

Example:

  • Dimension 1: MANUFACTURER
  • Dimension 2: PURCHASE TYPE
  • Item "Surface Laptop":
    • Default Dimension MANUFACTURER = Microsoft
    • Default Dimension PURCHASE TYPE = Rent
    • The Opportunity Element "Microsoft-Rent" is created.

Items without complete dimensions are ignored:

  • Item "USB Cable":
    • Default Dimension MANUFACTURER = Miscellaneous
    • No Default Dimension PURCHASE TYPE
    • No Opportunity Element is created.

How many Opportunity Elements are created?​

The number results from the actually occurring combinations in the item master data.

Example:

  • 4 Manufacturers: HP, Dell, Microsoft, Lenovo
  • 3 Purchase Types: Purchase, Rent, Leasing
  • Theoretical Maximum: 4 × 3 = 12 Opportunity Elements

However:
If, for example, no item has the combination "Lenovo-Leasing", this Opportunity Element is not created.

Troubleshooting​

"No Opportunity Elements are created"​

Possible Causes:

  • No items have both dimensions as Default Dimensions.
  • The dimension codes are configured incorrectly.
  • Items are not assigned the correct dimension values.
  • The Job Queue for generating Opportunity Elements is not configured or not running.

Solution:

  1. Check the Default Dimensions on your items.
  2. Ensure that items have both dimensions.
  3. Check the Job Queue entries.