Exercise - Configure the product catalog

  • 12 minutes

You are implementing Dynamics 365 Sales for a company that manufactures and sells hardware components called Wide World Importers. Wide World targets both new and existing customers. In this workshop, you will create your own solution to the stated problems. This workshop is open-ended by design.

Specification

The company has changed providers for their product catalog and needs a new catalog configured. There is no logical path for migrating the catalog. It will need to be configured manually per the following specifications:

  • Prices are needed for different regions. The regions are Eastern, Western, South, North, and Central.
  • Discounts can be offered for single items of products.
  • Each product can be sold as a single item, a pack of six items, or a group of 10 packs.
  • Bundles are only of single items.
  • Products can be sold separately and as bundles.

Wide World Importers sells the following products:

  • Processor
  • Circuit board
  • Mega-memory
  • Power cord
  • GPU

The products can be sold as bundles. The available bundles are:

  • Bundle 1: Processor, power cord
  • Bundle 2: Processor, circuit board, mega-memory
  • Bundle 3: Processor, circuit board, power cord, GPU
  • Bundle 4: Processor, circuit board, mega-memory, power cord, GPU

Wide World wants to be able to leverage the product catalog easily as part of their sales order processing. They intended to use Opportunities, Quotes, Orders, and Invoices.

As a user of the system, you want to easily be able to view your relevant information in a single space. You want to be able to see the following: your sales pipeline, your Accounts, Leads, and Opportunities. This will only be accessible by you.

Check your work

Now that you’ve built your product catalog, test it! Testing your product catalog can also help you test the business processes you modified in the prior exercise.

  • Take an existing customer through the Opportunity process. Can you include products as expected from the catalog you’ve configured?
  • Add a new customer and take them through the Opportunity process. Can you include products as expected from the catalog you’ve configured?