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I'm new to Dynamics CRM 2016 and I'm about specifying my products.

The problem is: I can't find the right way to do that.

I have two types of products:

  1. "Product x" to rent or to sell. So I need to specify for each "Product x" two prices (price for renting and price for selling), but I can't find a way to specify that. Any good practices to cover this need? Also, if "product x" is rented, which entity should I use to track that "sale"? order entity? contract entity?

  2. "Product y" which is never sold alone but packaged with other "products y" in bundles. Bundles are sold as subscription plans such as STANDARD plan (contains 3 "product y"'s) and PREMIUM plan (contains 10 "product y"'s). Subscriptions can be monthly, quarterly, bi-yearly and yearly. Based on Dynamics entities, I can guess that STANDARD plan and PREMIUM plan could be bundles, but how can user sells these bundles based on subscription duration. Should I:

    • create bundles of bundles: create "bundle standard 1" which is equivalent to 1 month of a standard subscription, "bundle standard 3" which is equivalent to 3 months of a standard subscription... or
    • add quantity to bundle order (quarterly standard subscription will be equivalent to an order with 3 standard bundles). If this is the recommended solution, how can we apply a discount?
    • use contracts and track duration there?

PS: I already posted this question in dynamics community, but nobody answers: https://community.dynamics.com/crm/f/117/t/256710

Arun Vinoth-Precog Tech - MVP
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Imen
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  • How is this question related to programming? https://stackoverflow.com/help/on-topic – jcjr Nov 06 '17 at 15:18
  • It is about configuring products into Dynamics CRM. I did some research and I can find many questions about configuration and not only programming. Anyway, do you have any idea where can I post this question? – Imen Nov 06 '17 at 17:13
  • I'd say one bundle per type per rent period should accomplish this, but there's a million ways to design this... – Alex Nov 08 '17 at 14:15
  • @Alex, thank you. I have another question: do you have any idea if a contract can be helpful in this case? For example, if a customer buys a plan (represented by a bundle) for 9 months and his rent period is every 3 months, So we can create a contract with frequency. What do you think? – Imen Nov 08 '17 at 16:24
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    Contracts are meant exactly for that purpose – Alex Nov 08 '17 at 16:32

1 Answers1

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You are asking us to design your project. This is too broad and off-topic in SO.

This is what I will do. CRM allows you to customize the system how we want. So play around.

Do a POC (proof of concept) for your understanding of how crm works. Set up a product catalog: Walkthrough

You have to design Product catalog & Pricelist with your system in mind.

Your question sounds like you are a functional consultant, But SO is Developer Q&A site. Still CRM techno-functional guys will help you to overcome certain design questions. But it’s a thin line.

Arun Vinoth-Precog Tech - MVP
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