Aprile 11, 2021

Dynamics 365 Sales – Bundle

Bundle is a very useful instrument to encourage customers to buy more products instead of a single product by combining products in a bundle. Bundles replace the older kit functionality in Dynamics 365. Kits have been deprecated, so we recommend that you start using bundles instead.

Create a product bundle
You need the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

Go to Settings => Product Catalog.
Click Families & Products.
Choice 1) To add a standalone product bundle, click Add Bundle.
Choice 2) To add product to an existing family, select the family in the list, and then click Add Bundle.
Click Save.
In the Bundle Products section, click , and select products that you want to add to the bundle.
Fill in your information. Use the handy tooltips as a guide.
Bundle. The bundle you’re adding the products to is selected by default.
Product. Click the Lookup button and select a product you want to add to the bundle.
Quantity. Specify the quantity of product you want to add to the bundle.
Required. Specify whether this product is required or optional. If you select a product as optional, you can sell the bundle without the product.
Unit. Select the unit in which you want to sell the product.

Validation of Bundle
The Valid From and Valid To fields define the duration for which a product is valid. There’s no business logic associated with these fields except that the Valid To date must be later than the Valid From date. If required, you can implement your own business logic in these fields with a workflow, plug-in or Dynamics 365 Customer Engagement Web Services. For example, run a scheduled job to automatically retire last season’s products using the date selected in the Valid To field.
Click Save and Close.

Enjoy Bundle!!!

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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