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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is it possible to only...
Customer experience | Sales, Customer Insights,...
Answered

Is it possible to only sell a product in a bundle?

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Posted on by ADes 5

We have a product that we are only interested in selling when bundled with other products. Is there a setting to make it basically unquotable unless bundled? Thank you!

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  • Verified answer
    Nya Profile Picture
    Nya 29,060 on at
    RE: Is it possible to only sell a product in a bundle?

    Hi,

    Quote has no direct relationship with Product.

    So what you need to do is to restrict creating the quote line record whose product (lookup field) is not bundled.

    When a product is bundled, there will be a Product Association record. (Product Association: Product = N: 1)

    pastedimage1650356898796v1.png

    If you are using Dynamics Sales only, the kit will not be involved.

    So it means that if there is no related Product Association record, the product is not bundled.

     

    A real-time workflow targeting at Quote Line entity can be created.

    If the Product has 0 child Product Association record, cancel the creation of the Quote Line.

    As there is no OOTB step in workflow to count the child records, you can download the following solution and import it into your environment.

    Dynamics-365-Workflow-Tools

    It includes a method to achieve the counting.

    Dynamics-365-Workflow-Tools/CountChildEntityRecord.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

  • Guido Preite Profile Picture
    Guido Preite 54,084 Moderator on at
    RE: Is it possible to only sell a product in a bundle?

    easiest way will be to add a custom field inside the product and  develop a plugin triggered when the product is added as quote line.

    But you need to write some code.

    I don't think you can achieve this kind of requirement with a standard workflow (without writing custom workflow activities that is still code)

    JavaScript is probably not an option (as the product may be added in a way that you have not a client event to check the product properties) and Flow/Power Automate will be executed after the product is added.

    hope it helps

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