Microsoft dynamics 365 price list4/9/2023 ![]() ![]() When you are adding “Bundle Products” within the Bundle form, the below product association form populates. The above is controlled by the “Required” field setting within the Bundle product association. ![]() The Opportunity Estimated Revenue is calculated by adding up the prices for each price list item. Create a price for each of the products associated with the bundle – The line items under that bundle reflect the price within the Price List you are using for that Opportunity.Create a total price for the Bundled Product which reflects as one overall price – The line items under that bundle reflect as $0.00 within the Opportunity and the Estimated Revenue is calculated off of the one total price.When working with Bundle Products in Microsoft Dynamics, you have two ways of managing the pricing of that Bundle: I found the information below from Microsoft on this subject, but this seemed a little vague as I was still struggling with how to get those Opportunity products to show their own individual pricing. BUT, I also wanted each of the line items to reflect their own individual price once added to the Opportunity, AND I also needed those prices to be editable. I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add multiple products to an Opportunity. I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM. ![]()
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