Efficient, accurate, and timely offers for complex products with constraint-based configuration models in Microsoft Dynamics 365

Paweł Bączkowski
Friday May 12, 2023
2 min read
Drafting offers in Microsoft Dynamics 365
Does your sales team spend too much time drafting offers? Do the offers accurately reflect manufacturing limitations? Are the price calculations precise? Are you able to provide possible delivery dates quickly for your engineered products?

If you need help with any of the above, consider constraint-based configuration in Dynamics 365 Supply Chain Management. This approach is particularly useful in machine manufacturing or any other make-to-order or engineer-to-order scenarios, where complex products are configured based on a wide range of options and specifications. In these scenarios, traditional approaches can be extremely time-consuming and error-prone, whereas constraint-based configuration provides a fast, reliable, and user-friendly way to configure complex products and services.

The advantages of using constraint-based configuration in Dynamics 365 Supply Chain Management are:

  • Quick Offers:With constraint-based configuration, sales teams can quickly prepare offers for complex products and pricing options based on customer requirements. This allows sales teams to respond to customer inquiries and requests faster, increasing customer satisfaction and reducing the time to close deals.

  • Accurate Pricing: Constraint-based configuration takes into account all of the rules and dependencies associated with the products or services configured, ensuring that the price quoted to the customer is accurate and reflects the selected configuration details. This reduces the risk of pricing errors, which can result in lost revenue or customer dissatisfaction.

  • Accurate Delivery Dates: Constraint-based configuration also takes into account the availability of components, manufacturing lead times, and shipping times to calculate the expected delivery date for the configured product. This ensures that the delivery date quoted to the customer is accurate, reducing the risk of missed delivery dates and customer dissatisfaction.

  • Simplicity: Unlike traditional approaches, constraint-based configuration doesn't require the compilation of complex matrices of dependencies, which can be time-consuming and error-prone. Instead, constraint-based configuration can check dependencies and constraints immediately as the user selects values, and it can limit other options accordingly. This makes the configuration process much more streamlined and user-friendly, reducing the risk of errors and improving the overall user experience.
Overall, constraint-based configuration in Dynamics 365 Supply Chain Management helps businesses to streamline their sales processes, reduce errors, and increase customer satisfaction by providing quick offers, accurate pricing, and delivery dates for complex products and services.

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