Product Bundle in Dynamics CRM

Product Bundle in Dynamics CRM

Product Bundles allow organizations to bundle products and assign specific pricing for that bundle. Once the bundle is added to an opportunity, quote, or order, the sales person can simply adjust the quantities of the products within the bundle, and the pricing will be calculated accordingly.

We are going to create two product and add two product in a bundle. We are going to create two bundle and will explain how bundle will work differently

Product name:

1. Dell Laptop
2. Dell Mouse

Bundle name:

1. Dell Offer Laptop(Option bundle product)
2. Dell Offer Laptop(Required bundle product)

Explanation:

• Create a product as "Dell Laptop" and "Dell Mouse" with price list item. I hope folks, you knows how to create a product.

• Create a bundle as "Dell Offer Laptop(Required)". Click Add bundle in the ribbon.

• In the bundle there is a section "Bundle-Product". We are going to bundle two product "Dell Laptop" and "Dell Mouse". 

                                   

• In the Bundle product there is a field called "Required" based on this field total amount calculation is calculated in quote.

                               

• Add price list item to the bundle

• Create a another bundle and add two product in the bundle product but in the bundle product required field is set to "required" and add price list item.

• Now let us see how bundle will work differently for that i am going to create two quote. In the first quote I am going to add first bundle that set bundle product required field set as option and in the second quote going to add second bundle.

• In the bundle  that set bundle product required field set as option you see "price per unit" is filled with corresponding price and total amount is calculated by

Total Amount in quote =Product bundle price + product price Product bundle price defined in the price list item as 1000 Dell Laptop Product price defined in the price list item as 1000 Dell Mouse Product price defined in the price list item as 500 Eg Total Amount in quote =1000 +1000+500=2500

• In second quote bundle  that set bundle product required field set as required you see "price per unit" is filled as "0" and total amount is calculated by

Total Amount in quote =Product bundle price  Product bundle price defined in the price list item as 1000 Eg Total Amount in quote =1000

Please refer https://community.dynamics.com/crm/f/117/t/149558