System-Managed Pricing Groups

Note: This functionality is only available on SaaS CloudBlue installations.

Microsoft 365 NCE products vary significantly in profitability, requiring distributors to define different pricing rules for different product families. Maintaining these pricing groups manually can be time-consuming, especially because Microsoft frequently updates its portfolio and introduces new SKUs.

To reduce operational efforts, CloudBlue provides system-managed pricing groups for Microsoft 365 NCE products. These groups are created and maintained automatically based on the product metadata obtained from CloudBlue Connect.

System-managed pricing groups are only available to distributor who enable the Smart Price Books feature.

Enabling system-managed pricing groups

To enable system-managed pricing groups, a tenant needs to complete the following steps:

1. In UX1, go to Settings.

2. Open System-managed pricing groups and enable the setting.

After that, Microsoft 365 NCE pricing groups will be automatically managed by CloudBlue in the following way:

• Product Lifecycle Management will obtain the information from Microsoft 365 NCE product items in CloudBlue Connect.

• Product Lifecycle Management will process the obtained data and pass it to Price Manager.

• Based on the obtained data, Price Manager will create missing system-managed pricing groups for the tenant. Those groups will appear in the pricing group list and become available for selection in price books.

• Whenever Microsoft updates or adds new products, those changes will be reflected in the corresponding pricing groups.

Replacing system-managed pricing groups

If you need to group Microsoft 365 NCE products differently, you can create a manually-filled pricing group and add necessary products there.

Once you create such a manually-filled group, products remain active only in that group. The same products in the system-managed pricing group automatically become inactive.

This allows tenants to adjust Microsoft’s automated grouping and follow their own business logic while still benefiting from the platform automation.

Disabling system-managed pricing groups

A tenant can stop using system-managed pricing groups at any time by disabling the system-managed pricing group feature.

Disabling the feature leads to the following:

• All existing system-managed groups become marked as Inactive.

• Inactive groups become excluded from sales price calculations and cannot be added to price books.

This allows tenants to return to manual configuration, if needed.