web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Need Assistance for Bu...
Customer experience | Sales, Customer Insights,...
Answered

Need Assistance for Bundle Pricing - Calculate Automatically based on Product Bundle Products

(2) ShareShare
ReportReport
Posted on by NK-18111617-0 155
I'm looking for a consultant or firm to help me make bundle pricing to where the bundle pricing will automatically update based on the individual products and quantities within the product bundle. This is so that as the items are sync'd from Business Central to Sales the pricing continues to remain current and not go stale. Can anyone assist?
 
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Verified answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,762 Super User 2025 Season 2 on at
     
    There are hundreds of MS Partners out there, many of whom should be able to assist you in customizing and configuring your applications. While searching, be sure to check the following:
    • Do they work in your geographic region?
    • Do they have experience in Dynamics CE, Business Central, and the integration between the two?
    • Check for contract methods and pricing to make sure it aligns with your budget and goals
     
    There are Partners and CRM consultants both big and small, and hopefully you can find one that you can engage with to help build out to your requirements.
     
     
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at
    Hello NK-18111617-0,
     
    You're looking for a Dynamics 365 Sales (and potentially Business Central) consultant or firm with expertise in product bundling, pricing, and integration to automate your bundle pricing updates. This is a common and valuable requirement for businesses that rely on accurate and real-time pricing.
     
    Here's how to find the right assistance and what to look for:
    Finding a Consultant or Firm:
     
    1. Microsoft Partner Network:
      • Start with the Microsoft Partner Network (MPN).
      • Use the partner finder to search for Dynamics 365 Sales and Business Central partners with expertise in:
        • Sales automation
        • Pricing and discounts
        • Business Central integration
        • Custom development (plugins, Power Automate)
      • Look for partners with relevant industry experience.
    2. Referrals and Recommendations:
      • Ask for referrals from other businesses in your industry or network.
      • Check online reviews and testimonials.
    3. Online Marketplaces:
      • Explore online marketplaces like AppSource or LinkedIn for Dynamics 365 consultants and firms.
    4. Specialized Consulting Firms:
      • Search for consulting firms that specialize in Dynamics 365 implementations and integrations.
     
    Key Skills and Expertise to Look For:
    1. Dynamics 365 Sales Expertise:
      • Deep understanding of product bundles, price lists, discounts, and sales order processing.
      • Experience with customizing Dynamics 365 Sales to meet specific business requirements.
    2. Dynamics 365 Business Central Expertise:
      • Strong knowledge of Business Central's pricing structures, item management, and data synchronization.
      • Experience with integrating Business Central with Dynamics 365 Sales.
    3. Integration Expertise:
      • Experience with integrating Dynamics 365 Sales and Business Central using:
        • Dataverse integration
        • Power Automate
        • Custom API integrations
    4. Development Skills:
      • Proficiency in:
        • C# (for plugins)
        • JavaScript
        • Power Platform (Power Automate, Power Apps)
    5. Pricing and Discount Management:
      • Experience with designing and implementing complex pricing and discount strategies.
    6. Data Synchronization:
      • Expertise in ensuring accurate and real-time data synchronization between Business Central and Dynamics 365 Sales.
    7. Problem-Solving and Communication:
      • Strong analytical and problem-solving skills.
      • Excellent communication and collaboration skills.
     
    What to Discuss with Potential Consultants/Firms:
    1. Your Specific Requirements:
      • Clearly define your bundle pricing requirements and how you want the pricing to update automatically.
    2. Integration Approach:
      • Discuss the proposed integration approach and how data will be synchronized between Business Central and Dynamics 365 Sales.
    3. Customization Requirements:
      • Discuss any necessary customizations to Dynamics 365 Sales or Business Central.
    4. Testing and Deployment:
      • Discuss the testing and deployment process.
    5. Support and Maintenance:
      • Discuss ongoing support and maintenance options.
    6. Timeline and Budget:
      • Establish a clear timeline and budget for the project.
    7. References:
      • Ask for references from previous clients.
     
    General Process:
    1. Needs Assessment: The consultant will work with you to understand your specific requirements.
    2. Solution Design: They will design a solution that meets your needs.
    3. Development and Configuration: They will develop and configure the necessary customizations and integrations.
    4. Testing: They will thoroughly test the solution to ensure it works as expected.
    5. Deployment: They will deploy the solution to your production environment.
    6. Training and Support: They will provide training and ongoing support.
    By following these guidelines, you can find the right consultant or firm to help you automate your bundle pricing updates.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Best Regards,
    Daivat Vartak
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans