Create a Kit or a bundle for a product

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I am totally confused. I was under the impression that I could created a bundle of a number of other products in order to simplify the sales cote and invoice process but for the life of me I cannot figure out how to do this.

I can create the individual products, and I see I can convert on of them to a kit but I cannot figure out how to add the remaining products into the kit. Is this possible? If so how do you do it? If not, then is there a way to accomplish the task?

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Andre Margono 2,602 on at

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RE: Create a Kit or a bundle for a product

There's should be a butto above the grid. Add existing product as the screenshot above

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RE: Create a Kit or a bundle for a product

I cannot see any place to "add" products. I go the product list, open the product kit and no where do I see an option to add product.

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Andre Margono 2,602 on at

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RE: Create a Kit or a bundle for a product

The above is the way to add existing products to a kit.

First, you need to open the kit product record.

Once it's opened, click the down arrow next to the product navigation to open the related list

Click on kit products

It will open the grid of the related products

Afaik, the products to be added to the kit should not be a kit as well

Note: I'd not recommend the usage of product kit, as it is going to be deprecated in the future release

Alternate method: write custom code that using CRM SDK to add the products the main product with the type of kit. Sample (same method in CRM 2013): community.dynamics.com/.../add-a-product-to-a-kit-using-net-or-jscript-in-microsoft-dynamics-crm-2011.aspx

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RE: Create a Kit or a bundle for a product

Yes 2013, but there is no Kit Product option. Is there an alternate method?

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Andre Margono 2,602 on at

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RE: Create a Kit or a bundle for a product

I assumed it's on CRM 2013:

FYI, in design consideration of Product in future release of CRM 2013: "The Kit type of Product will be deprecated, which means that we’ll do base testing only and will be removing this feature in a future release. Please update your customizations to not use this entity."

http://blogs.msdn.com/b/crm/archive/2014/05/14/important-information-about-supported-configurations-in-the-next-major-release-for-crm.aspx

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