Work 365

Configuring Product Catalog

310 views September 18, 2018 July 26, 2019 2

Work365 Integrates with the Product Catalog to facilitate the creation of Subscription Items from the Product Catalog.

With this configuration and settings in place, you will be able to look up a product from within the Subscription and automatically provision with the Integrated Provider like the Partner Center. The subscription will also Setup the child subscriptions if it is a bundle and will display the Monthly Unit Sales price.

Perform these steps as the System Administrator.

Product Setup 

  • Navigate To Dynamics 365 -> Sales -> Product -> Add Product  

   OR 

   Settings -> Product Catalog -> Families & Product -> Add Product 

  • Change the Form to the Work 365 Product Form: 

add products

  • Enter the Product Details. Save the Newly created Product

 

If you are using an Automatic Provider Like Microsoft Partner Center – you can provision products directly from Work 365.

To Provision the same product from multiple providers ( like Different Partner Centers or from Different Distributors it is best to create multiple Products)

  • If you have multiple Partner Centers setup it is important to have individual Products for each Partner Center or to leave the Provider field blank. This way you can specify the Provider during the Provisioning and subscription setup process.

For Microsoft Direct Partners The Offer ID from the Price List Maps directly to the

  • Use Provider
  • Provider Part Number
  • Use Manufacturer

Once you save the product update Default Price List setting. 

Add the Price List Items

  • Scroll Down to the Additional Details section and Add a new Price List Item.

New price list item

  • Set the Subscription Selling Price and Save this Price List item.
    • If billing with multiple units (ie. Monthly and Annually) create annual and monthly price list items for the product.

Important Notes

  • The Price List items will override the Unit Selling Price in the Work 365 section of the Work 365 Product form
  • The Monthly Unit Selling Price is populated using the Configuration Items in the Work 365 Configuration Settings. Use the Default Unit and Default price list settings from the Configuration//TODOReferToConfiguration settings to populate the Subscription Price.
  • Please use the settings and fields in the Work 365 Section of the Product form
  • If you are using an Automatic Provider Like Microsoft Partner Center – you can provision products directly from Work 365.
  • To Provision the same product from multiple providers (like Different Partner Centers or from Different Distributors it is best to create multiple Products)

The Product is Now Setup for use with Work 365. To Use the Product Publish the Product.

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