Product Configurator Solution for D365 Business Central

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D365 Business Central Product Configurator Solution Automates Quote Generation

The D365 Business Central Product Configurator solution is ideal for small and medium-sized businesses (SMBs) that make-to-order, assemble-to-order. It removes the complexity of any processes that call for routings and Bill of Materials (BOMs). Building quotes is a common struggle and complaint among sales teams in these businesses. Luckily, Insight Works' Product Configurator solution is available to help simplify and automate the quote generation process.

Advanced Rule Builder Enables Self-Service and Eliminates Incorrect Configurations

The D365 Business Central Product Configurator solution makes producing BOMs and routings easier and faster. Its user-friendly interface simplifies the selection of product options and variants, resulting in quicker quote generation. One of the app's remarkable features is the Advanced Rule Builder. The Advanced Rule Builder prevents users from creating unrealistic or incorrect configurations with predefined logic.  You can create highly detailed rules for modifying their products, enabling your customers to create custom orders.  You will stand out from competitors and boost customer satisfaction with the Product Configurator app.

Example of Ordering a Bike with Advanced Rule Builder

Imagine a bicycle company that enables customers to place orders online with the Product Configurator app.  This app allows customers to choose from various frame and wheel options, such as an aluminum or lightweight carbon fiber frame. However, customers cannot select large steel wheels if they choose the carbon fiber frame because this combination would not ride smoothly. The app also features an Advanced Rule Builder, allowing customers to customize their orders conveniently. But, the Product Configurator app also has a flexible logic that ensures customers cannot place orders with conflicting product configurations, thus ensuring customer satisfaction and quality control. In this example, the customers and the bicycle company benefit from this simplified process of creating quotes and orders.

It's Easy to Create a Rule with Rule Designer

Here, we'll show you how to use the Advanced Rule Builder in the Product Configurator app to prevent customers from customizing items that aren't suitable or compatible. This way, customers can still customize products while being guided by appropriate rules for functionality and compatibility. Using the Rule Designer in the Product Configurator setup is easy. The manufacturer can create a rule that prevents this incompatible setup by employees or the customer.

  1. Choose the frame option from the list of groups and types of rules.
  2. Select the condition: If the frame choice equals the carbon fiber frame.
  3. Define the action: Hide the heavy steel wheel option.

Customers who select the carbon fiber frame from the bicycle maker won't see the choice for the heavy steel wheels. The bike cannot be put together improperly because of the built-in logic. For instance, even if the buyer opts for an aluminum frame, heavy steel wheels are still an option.

Who Needs the Product Configurator Solution?

The Product Configurator app is a flexible solution for use in various industries. It makes customizing and managing complicated settings easier. The Advanced Rule Builder increases productivity, customer satisfaction, efficiency, and customer value to support businesses in their respective industries.

The D365 Business Central Product Configurator solution is amazing for sales and customer service representatives, production planners and engineers, product managers, company owners, and IT specialists. It's ideal for anyone who wishes to automate BOM, routing, and quote generation to enhance efficiency, decrease errors, and increase profits.

The Functionality of the D365 Business Central Product Configurator Solution

The Product Configurator app offers many features and advantages that enhance what Business Central can do, making it simple to create quotes:

  • Automated BOM and Routing Generation: Ensure consistency and reduce the risk of errors with automatic generation of Assembly or Production BOMs/Routings on Sales Orders and Quotes.
  • Integration with Business Central MPS and MRP: Seamlessly plan new products by integrating with standard Business Central MPS (master production scheduling) and MRP (material requirement planning).
  • Cost and Weight Calculation: Calculate the cost and weight of configured items based on selected options.
  • Flexible Item Number Assignment: Assign a new item number or inherit from the base item number for configured items.
  • Multiplier Application: Apply multipliers to automatically generated BOMs, including waste and trim material.
  • Advanced Rule Builder: Create sophisticated rules for specific products using an API configured with the C/AL Editor, preventing impossible configurations.
  • Bulk Configuration Builder: Use the Bulk Configuration Builder, Configurator Options, and an Advanced Rule Builder for easy and flexible customization.
  • Configured Option Display: Show configured options and their text descriptions in the BOM Designer.
  • Simplified Data Entry: Display additional columns for configured item data in the Bulk Editor for easier data entry and editing.
  • Standard Cost Calculation: Automatically calculate the standard cost of a configured item based on the selected options and their associated costs.

Get Help with D365 Business Central Product Configuration Solution and More...

Our Clients First team can assist you with the Product Configurator App from Insight Works. As a certified Microsoft Partner, we can help you streamline the creation of production BOMs and routings and make it much simpler to create quotes.  In fact,  most SMBs that wish to increase productivity and earnings must have this program. The Product Configurator App has a user-friendly design, flexible customization possibilities, and seamless connectivity with Business Central MPS and MRP!

You Can Rely on Our Microsoft Experts

The Clients First Texas office is known for its vertical expertise in manufacturing, job shops, maintenance, repair, and overhaul (MRO) for aviation or heavy equipment organizations. We support leading Cloud ERP solutions such as Dynamics 365 Business Central and Dynamics 365 Finance and Supply. Our MRO solution, ProMRO, integrates with Microsoft Dynamics 365 Finance and Supply. We also have customers in other industries, including make-to-order/engineering job shops, project manufacturing, field services, and wholesale distribution. In addition, we have a deep knowledge of legacy ERP solutions like Dynamics AX (formerly Axapta) and Dynamics NAV (formerly Navision - now Dynamics 365 Business Central).

For more information, call us at 800-331-8382 or email us. We're based in Dallas, Texas, and service companies locally and worldwide.

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Another version of this content was provided by Insight Works - the publisher of the Product Configurator App for Dynamics 365 Business Central.

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