Edit

Share via

Set up products

  • Article

Use products in Dynamics 365 Sales to define the products or services that your organization offers.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Create a product

Products are the backbone of your business. They can be physical products or services—whatever your organization sells. Your sales reps use the products you create in Sales to generate sales quotes, marketing campaigns, orders, and invoices. Your customer service reps might also use them when they create customer service cases.

Products that you create are visible to all users in your organization.

  1. Depending on the sales app that you're using, do one of the following:

    • If you're using the Sales Hub app,
      1. Select Change area Icon to change the work area. at the lower-left corner of the site map, and then select App Settings.
      2. In the Product Catalog area, select Families and products.
    • If you're using the Sales Professional app,
      • Select Price Lists from the site map.

  2. (Applicable for Sales Premium and Sales Enterprise) To create a child product to an existing product family, select the family in the list, and then on the command bar, select Add Product. The selected family becomes the parent family of the new product you're creating. More information: Create a product family

  3. To create an independent product, select Add Product.

    Screenshot showing all products, families,and bundles.

  4. Fill in your information:

    • Name: Enter the name of the product.

    • Product ID: Enter the product ID.

    • Parent: Select a new parent for this product. More information: Change the parent of a product (reparenting)

    • Valid From/Valid To: Define the period the product is valid for by selecting a Valid From and Valid To date.

    • Unit Group: Select a unit group. A unit group is a collection of various units a product is sold in and defines how individual items are grouped into larger quantities. For example, if you're adding seeds as a product, you may have created a unit group called "Seeds" and defined its primary unit as "packet."

    • Default Unit: Select the most common unit in which the product will be sold. Units are the quantities or measurements that you sell your products in. For example, if you're adding seeds as a product, you can sell it in packets, boxes, or pallets. Each of these becomes a unit of the product. If seeds are mostly sold in packets, select that as the unit.

      More information: Create a unit group and add units to that group

    • Default Price List: If this is a new product, this field is read-only. Before you can select a default price list, you must complete all the required fields and then save the record. Although the default price list is not required, after you save the product record, it is a good idea to set a default price list for each product. If a customer record does not contain a price list, Sales can use the default price list for generating quotes, orders, and invoices.

    • Decimals Supported: Enter a whole number between 0 and 5. If the product can't be divided into fractional quantities, enter 0. The precision of the Quantity field in the quote, order, or invoice product record is validated against the value in this field if the product does not have an associated price list.

    • Subject: Associate this product with a subject. You can use subjects to categorize your products and to filter reports.

  5. Select Save.

  6. If you're creating this product under a family, the product will inherit the properties from its parent family. To change a product's property, in the Product Properties section, open the property by selecting the name, and selecting Override. More information: Use properties to describe a product

  7. To add product relationships, select the Related tab, and then select Product Relationships. More information: Define related products to increase chances of sales

  8. To see all the products that are associated with this product in a bundle, select the Related tab, and select Product Bundles.

  9. Select Save.

Note

Previewing the properties of a product is currently not supported.

Typical next steps

Right arrow button Define product pricing with price lists and price list items

Home button Classify products and bundles into product families

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Set up a product catalog
Manage sales literature
Change the parent of a product (reparenting)