🤝 Automate Pricelist Management in Dynamics 365 Sales #

Faster uploads. Fewer errors. Full control over product and pricing data. #

Managing large or frequently changing product pricelists in Dynamics 365 Sales is a common operational bottleneck.
IT Partner LLC’s Dynamics 365 Pricelist Uploader replaces manual data entry with a secure, automated, and scalable upload service designed for real-world Excel files.

🧩 Business Context & Problem #

Without automation, pricelist management often means:

• Manual copy-paste into Dynamics 365
• High risk of pricing or unit errors
• Long upload times for large catalogs
• Limited visibility into what succeeded or failed
• Heavy dependency on IT or developers

For management, this translates into operational risk, slower sales readiness, and hidden costs caused by rework and data inconsistencies.

🧩 What This Service Does #

The Dynamics 365 Pricelist Uploader provides a cloud-based web application that:

• Uploads Excel pricelists directly into Dynamics 365 Sales
• Automatically creates or updates products
• Manages price lists and product price levels
• Validates data before upload to prevent errors
• Processes thousands of records efficiently using parallel execution
• Preserves configuration securely across deployments

All functionality is delivered through a simple web interface, with no custom coding required by the customer.

💡 Why It Matters #

With automated pricelist uploads:

• ✅ Sales teams always work with up-to-date pricing
• ✅ Data accuracy improves through validation and preview
• ✅ IT effort drops dramatically after initial setup
• ✅ Large catalogs can be updated in minutes, not days
• ✅ Auditability and transparency increase

This turns pricelist management from a manual risk into a repeatable business process.

🚀 Key Benefits #

• Eliminate manual Excel-to-CRM data entry
• Reduce pricing and unit configuration errors
• Support multiple Excel formats without rework
• Upload thousands of products with high performance
• Track progress, errors, and results in real time
• Scale usage up or down with minimal cost
• Maintain secure, role-based access

⚙️ How It Works #

1. Discovery & Configuration
   Validate Dynamics 365 setup, units, price lists, and security requirements.

2. Secure Deployment
   Deploy the uploader on Azure Container Apps with persistent storage and Azure AD authentication.

3. Parser Setup
   Configure a standard or custom Excel parser to match real-world pricelist formats.

4. Upload & Validation
   Preview parsed data, validate results, and execute uploads with progress tracking.

5. Handover & Enablement
   Deliver documentation and guidance for ongoing self-service use.

📌 Service Facts (At a Glance) #

• Deployment time: 1–3 days
• Delivery model: Cloud (Azure Container Apps)
• Access: Secure web application
• Authentication: Azure Active Directory
• Scalability: Scales to zero when idle
• Estimated runtime cost: Very low, consumption-based

🔒 Security & Reliability Highlights #

• Azure AD–based authentication
• Secure credential storage
• HTTPS-only access
• Persistent configuration storage
• Optional network isolation (VNet integration)

📦 Deliverables #

• Fully deployed cloud application
• Configuration and usage documentation
• Source code and CI/CD pipeline
• Knowledge transfer and initial support

🎯 Who This Service Is For #

• Dynamics 365 Sales administrators
• Sales operations and revenue operations teams
• IT teams supporting large product catalogs
• Organizations with frequent price updates
• Businesses migrating from legacy or manual pricing processes

🏆 Why Choose IT Partner LLC #

• Deep expertise in Dynamics 365 Sales automation
• Strong focus on security, governance, and reliability
• Experience delivering Azure-native SaaS solutions
• End-to-end delivery: design → deploy → enable

💬 Ready to Simplify Pricelist Management? #

Contact IT Partner LLC to validate your requirements and deploy a secure, automated solution for managing product and pricing data in Dynamics 365 Sales:

• ☎️ +1-855-700-0365
• ✉️ sales@o365hq.com
• 📅 Request a Consultation
• ➡️ Message via Teams