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Microsoft Dynamics CRM (Archived)

Confusion about Dynamics CRM bundle product

Posted on by 218

Hi,

I need some help regarding Dynamics CRM Product Catalog. We have 4 products:

1-      Configure / Install Product ABC

2-      Configure / Install Product XYX

3-      One-time setup fee.

4-      Ontime fee for Configure / Install Product, applicable on Product 1 and 2.

We want to add Product 4 automatically if user adds Product1 or Product2. I tried creating two bundles like:

a-       Bundle one (Product 1 + Product 4)

b-      Bundle one (Product 2 + Product 4)

And then I have added all these Products 1,2,3,4,a and b to the same price list. I have set 0 amount for the bundle products.

When user adds Product 1 to the Opportunity, CRM automatically adds two products which are Product 1 , 4 and Bundle a.

And here is the screen shot of the issue:

Bundle-product.png

Is this a good approach? Do we have a better approach?

 

Thanks

*This post is locked for comments

  • Jason M. Cosman Profile Picture
    Jason M. Cosman 5,234 on at
    RE: Confusion about Dynamics CRM bundle product

    Unfortunately this is how it's been designed out of the box.

  • Yaqub Ahmad Profile Picture
    Yaqub Ahmad 218 on at
    RE: Confusion about Dynamics CRM bundle product

    Hi Jason,

    No actually they are the correct contents of the bundle but its weird that the bundle itself shows $0, although the bundle products shows correct amounts. Ideally it should not show the bundle product at all but only the contents of the bundle, that's what i was expecting.

  • Jason M. Cosman Profile Picture
    Jason M. Cosman 5,234 on at
    RE: Confusion about Dynamics CRM bundle product

    Hello Yaqub;

    Can I ask a clarification on your question? Your stating that the two products that are showing under the bundle aren't the actual contents of the bundle?

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