Create product bundles to sell multiple items together

  • Article

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Encourage customers to buy more products instead of a single product by combining products in a bundle. Bundles replace the older kit functionality in Microsoft Dynamics 365. Kits have been deprecated, so we recommend that you start using bundles instead.

This list highlights the differences between kits and bundles:

  • You can’t sell the products in a kit individually or separately, but you can mark certain products in a bundle as optional, and sell them individually.

  • You can’t see individual products added in a kit when you create an opportunity or order, but you can see the products in a bundle.

  • You can create nested kits (kits within a kit), but you can only add products to a bundle; you cannot add product families, kits, or other bundles to a bundle.

Similar to a kit, a bundle is a collection of products that is sold as single unit. Product bundling is useful in cases like:

  • Pairing a top-selling product with a less popular product

  • Grouping products in a way that customers get more benefit from the full line of products, for example Microsoft Office Suite or a digital camera with lenses

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

On this page

Down arrow button Create a product bundle

Down arrow button Pricing of bundles

Create a product bundle

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. Click Families & Products.

  4. To add a standalone product bundle, click Add Bundle.

    -OR-

    To add product to an existing family, select the family in the list, and then click Add Bundle.

  5. Enter information, noting any restrictions or requirements as needed.

  6. Click Save.

  7. In the Bundle Products section, click Add a record button, and select products that you want to add to the bundle.

    The Product Association page opens.

  8. Fill in your information. Use the handy tooltips as a guide.

    • Bundle. The bundle you’re adding the products to is selected by default.

    • Product. Click the Lookup button and select a product you want to add to the bundle.

    • Quantity. Specify the quantity of product you want to add to the bundle.

    • Required. Specify whether this product is required or optional. If you select a product as optional, you can sell the bundle without the product.

    • Unit. Select the unit in which you want to sell the product.

       

    Note

    The Valid From and Valid To fields define the duration for which a product is valid. There’s no business logic associated with these fields except that the Valid To date must be later than the Valid From date. If required, you can implement your own business logic in these fields with a workflow, plug-in or Microsoft Dynamics 365 SDK. For example, run a scheduled job to automatically retire last season’s products using the date selected in the Valid To field.

  9. Click Save and Close.

  10. To change properties of an individual product in the bundle, click Customize corresponding to the product, and change the values as required.

  11. If you’ve added this bundle to a family, the bundle will inherit the properties from its parent family. To change the bundle’s property, open the property and click Override. More information:   Use properties to describe a product

  12. In the Additional Details section, click Add a record button, and add a price list item. More information:  Create price lists and price list items to define pricing of products

  13. In the Product Relationships section, click Add a record button, and select a related product. More information:   Define related products to increase chances of sales

Pricing of bundles

Typically, the pricing of products in bundles is different than the individual products. You can set a total and potentially discounted price for the bundle or if the bundle has optional products, add those products to the price list as price list items. Then the total for a bundle in an opportunity is calculated by adding up the prices for each price list item, including optional bundle products that your customer selects. If you don’t add an optional product in the price list, its price will be considered as zero.

Tip

  • After you’re done adding all the details, click Preview on the command bar to look through the properties of the product bundle.

  • To create a new product bundle based on an existing one, on the command bar, click Clone. This opens a new product bundle record with the same information as the original product bundle record, except for the name and ID.

Typical next steps:

Right arrow button  Create price lists and price list items to define pricing of products

Home button** **Classify products and bundles into product families

See Also

Set up a product catalog: Walkthrough
System Settings dialog box - Sales tab