Unified Pricing Management

One price,
every
channel.

Omnichannel pricing rarely fails on the ERP side. It fails between channels - where the same customer and the same product can resolve to different prices. Microsoft's UPM closes that gap behind one API.

βœ” One engine, every channel
βœ” Built on the Commerce Scale Unit
βœ” Attribute-based, B2B & B2C ready
Enterprise API Repository
Prices every channel
Dynamics 365 Finance & Operations Dynamics 365 Commerce Customer Engagement Commerce Scale Unit Point of Sale Call Centre Unified Pricing Management Trade Agreements Dynamics 365 Finance & Operations Dynamics 365 Commerce Customer Engagement Commerce Scale Unit Point of Sale Call Centre Unified Pricing Management Trade Agreements
The Challenge

Pricing is an
omnichannel problem.

  • The same price has to appear in the ERP, the B2B e-shop, the point of sale, the call centre and customer service - and it has to match. The moment each channel calculates on its own, the omnichannel promise breaks: identical baskets return different totals.
  • There are only two ways to stay consistent - replicate price data into every application, or centralise the calculation behind one service. Replication looks simple until B2B complexity arrives.
  • Attribute-based pricing - where discounts and adjustments are triggered by attributes on the product, the customer and the order - is a layered architecture that's hard to copy faithfully into a third-party commerce engine, or into Customer Engagement, which has no native pricing engine.

The cost is real: replicated pricing logic is expensive to build and expensive to run, in both Capex and Opex. Every channel that calculates on its own is another place your prices can quietly drift apart.

Before & After

From fragmented calculations
to one pricing engine.

UPM doesn't replace your Dynamics 365 investment. It centralises the calculation every channel already depends on - so the value is in the architecture, not the switch.

Today

Without UPM

  • βœ• Price logic duplicated across ERP, commerce and POS
  • βœ• B2B attribute-based rules rebuilt, imperfectly, in third-party engines
  • βœ• Customer Engagement with no native pricing logic of its own
  • βœ• Identical baskets, different totals across channels
  • βœ• Two disconnected engines - Supply Chain and Commerce
  • βœ• Trade-agreement pricing that doesn't travel beyond F&O
With UPM

Unified Pricing Management

  • βœ“ One centralised pricing API every channel calls
  • βœ“ Attribute-based rules and the discount layer in a single service
  • βœ“ Customer Engagement consumes the same calculation as commerce
  • βœ“ Same basket, same total, every channel
  • βœ“ One engine, built on the Commerce Scale Unit
  • βœ“ Portable pricing that reaches POS, webshop, call centre and beyond
Our Approach

Three engines. One built
for portability.

UPM is a centralised, attribute-based pricing framework - price attributes, price component codes and price trees - that replaces legacy trade-agreement pricing and applies the same rules across ERP, commerce and POS. Its lineage matters.

πŸ›οΈ

Supply Chain (Trade Agreement)

Over twenty years old and embedded in F&O. Capable, and later gained attribute-based pricing for B2B - but never exposed as a portable service.

πŸ›’

Commerce (Scale Unit)

Introduced with the scale unit around 2016. API-based and callable by other applications, with a richer retail discount layer - markdowns, mix-and-match, quantity and threshold discounts.

⚑

Unified Pricing Management

Built from the Commerce codebase, because it was the only engine with portability. Attribute-based rules plus the discount layer - one service for every channel.

Who Benefits

One engine.
Every channel unblocked.

UPM changes what's possible for every team that depends on pricing being right, everywhere, at once.

πŸ’°

CFO

Margin protected by design. One governed calculation means discounts stack the same way everywhere - no channel quietly eroding margin.

βš™οΈ

COO

No more reconciling price discrepancies between the ERP, the webshop and the call centre. One source of truth removes the manual checking.

πŸ—οΈ

CIO / CTO

One pricing service instead of duplicated logic in every channel. Less to build, less to maintain, less that can drift out of sync.

πŸ›οΈ

Commercial / E-Commerce Lead

Attribute-based, B2B-grade pricing available to every storefront - including Customer Engagement, which has no native pricing engine of its own.

How It Works

One pricing engine.
Every channel calls it.

From the point of sale to the call centre and every commerce surface in between, UPM sits behind a single API - so every channel calculates the same price, the same way.

πŸ‘₯
B2B Buyers
Self-service, contract pricing
πŸ§‘β€πŸ’Ό
Reps & Agents
Call centre, customer service
↓
πŸ–₯️
Every Commerce Surface
B2B e-shop Β· POS Β· Call centre Β· Customer service Β· Customer Engagement
↓
⚑
Unified Pricing Management
Price attributes Β· Price component codes Β· Price trees Β· Commerce Scale Unit (CSU) API
↓
🏭
Dynamics 365 Finance & Operations
Product, customer & cost data Β· Base pricing rules
↓
πŸ›’
Webshop
🧾
Point of Sale
πŸ“‡
Customer Engagement
One calculation, one source of truth - every channel returns the same total for the same basket
UPM runs on the same CSU pricing API that already prices your POS - no new engine to learn
Built entirely on standard Microsoft components - no proprietary middleware, no replicated price data
Where We Fit

Four places we
typically add value.

365Connect has built on the Commerce engine since 2016 - from Retail Server through to the Commerce Scale Unit - and on AX for Retail since 2010. We advised customers on UPM while it was still in preview, working directly with members of the Microsoft product group building it.

01
🎯

Pricing-Service Boundary

Designing what UPM owns, and what Customer Engagement, a third-party storefront, or a portal consumes.

Architecture Customer Engagement
02
πŸ”—

Faithful Model Mapping

Translating attribute-based pricing faithfully when a non-Microsoft commerce engine sits in front of the calculation.

Third-Party Commerce Model Mapping
03
βš–οΈ

Concurrency & Governance

Deciding which rules stack, which win, and who owns them - to protect margin.

Rule Governance Margin Protection
04
πŸ“

Cost-Plus & Margin Design

Category price rules built on markup or margin over base cost - that hold up only as well as the underlying cost data.

Cost-Plus Pricing Data Quality
UPM lineage - pricing engine comparison
Pricing engine Portable API Strength
Supply Chain (trade agreement) No - embedded in F&O 20+ years; trade agreements, later attribute-based pricing
Commerce (Scale Unit) Yes - API-based Retail discount layer; single omnichannel calculation
Unified Pricing Management Yes - built on the CSU Attribute-based rules + discount layer, one service for every channel
UPM runs on the Commerce Scale Unit (CSU) pricing API - so the same engine that prices the POS can price the webshop, the call centre and external applications. One calculation, one source of truth.
Live Demo

See Unified Pricing Management
in action.

Attribute-based pricing calculated once and reused across the webshop, POS, call centre and Customer Engagement - all running against a real Dynamics 365 environment. Watch this space for the demo video.

β–Ά

Demo video coming soon

The Point

The value is in the architecture,
not the switch.

"

If you are moving to omnichannel pricing on Dynamics 365, the first question is not "how do we configure UPM" - it is "where should price be calculated, and who consumes it." That is the conversation we like to have.

What You Get

Beyond a switch.
A pricing architecture that travels.

🎯

Consistent Pricing, Every Channel

Identical baskets return identical totals - because every channel calls the same calculation, not a replica of it.

🧩

Attribute-Based Rules, Portable

Price attributes, price component codes and price trees apply the same way across ERP, commerce, POS and Customer Engagement.

πŸ—οΈ

Built on What You Already Run

UPM runs on the Commerce Scale Unit - the same engine already pricing your POS and webshop. No new pricing logic to learn.

🀝

Advisory from the Ground Up

We've built on the Commerce engine since 2016 and advised customers on UPM since preview - working directly with the Microsoft product group.

365Connect & UPM

365Connect has built on the Commerce engine since 2016 - from Retail Server through to the Commerce Scale Unit - and on AX for Retail since 2010. We grew up with the portable engine, its APIs and the omnichannel pricing problem it was designed to solve. That is precisely the ground UPM now stands on. We work across B2B, B2C and mixed models - wholesale, distribution, manufacturing and retail - so the move from retail discounting to B2B attribute-based pricing is familiar territory, not a leap.

Ready to figure out where
price should be calculated?

If you are moving to omnichannel pricing on Dynamics 365, the first question isn't "how do we configure UPM" - it's "where should price be calculated, and who consumes it." That's the conversation we like to have.

Image

Innovation

Fresh, creative solutions.

Image

Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

Copyright 2026. 365connect. All Rights Reserved.