Self-Service Customer tool to configure Sales orders based on customer preferences and specifications.

Product Configurator Add-On enables the user to configure the Products or Finished Goods with its properties or specification in order to meet the Customer’s choices or preferences. This add-on can be implemented in Dynamics NAV 2016 / 2017 / 2018 and Dynamics 365 Business Central. It can create BOM and Production Order based on the selection and the user can process the orders without any manual intervention. It reduces time and increases accuracy and it allows the user to generate Sales Quote and Sales Order for their customers as per their specifications on the product they need. As customers get an option to pick and choose what they want, they become owners of what they order, this helps build a positive user experience enabling brand loyalty.

Self-Service Customer tool

Case Study: Develop A User-Friendly Product Configurator Within Dynamics NAV

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What Can Product Configurator Add-On Do For You?

Product Configurator Add-on Features

Users of Microsoft Dynamics NAV and Dynamics 365 BC who follow Make-to-order or Assemble-to-order find themselves using third-party configurators for their need, this results in a disjointed view of customer data. On the other hand, our product configurator is in-built within Dynamics NAV/BC thus it makes use of the data existing in NAV / BC to give a 360-degree view of all the customer’s requirements and orders.

Microsoft Dynamics 365 CRM
  • Provides options to the users to use the configurator in the Sales Order process.

  • The add-on provides the user an option to choose different product attributes, its variants and also provides option to change the raw material, if needed, and add additional charges based on the selection.

  • Once the Sales Order is verified and released, it allows the user to carry out the process related to the manufacturing or assembly of the item or finished goods.

  • Additional provision to assort the products (finished goods) and quantities based on the Customer requirement.

  • Review all the information before the release of Sales Order in a user-friendly way.

  • Automate the Production Order creation and execution as per the standard Microsoft Dynamics NAV process.

Product Configurator Workflow On
Dynamics 365 Business Central And Dynamics NAV

Sales ProcessProduct ConfiguratorProduct ConfiguratorStandardProductNonStandardProductVariantDiscountLine DiscountPriceVariantsSubstitutionsSub ItemsProduct Lines(RM)Product Lines(RM)Sales QuoteSales LineSales OrderCustomer RequestStartProduction OrderInventoryEndShop FloorShipmentProduction Planner

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