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Microsoft Dynamics CRM (Archived)

Package in CRM

Posted on by Microsoft Employee

Dear all,

Actually I have a set of products in my CRM but at some point I need to setup bundle product which will includes different single product that will form the whole package. This will avoid article errors at some point and will offer flexibility on handling ready made package we have.

The issue I have today is that Product package are seen in CRM as product as well. So today my quote is not able to display package pricing correctly

My actual Quote report works perfectly well by displaying in PDF list of product in a quote, description for each products and price for each product.

Questions :

Now if I go to handle Package, the problem I have is that I will have prices for the package itself and prices for each product in the package.

So in order to be logic and get things clear for my customer quote, how should I display items and prices ?

  1. Should I display in my quote only product package description with a global pricing based on SUM of price of each items ?
  2. Should I display product package with each composed items ?

In case option 1, is there a way to get the package price calculated automatically based on all price of each items ?

Thnaks for your advise

regards

serge

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