Classify products and bundles into product families

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

A product catalog is a collection of products and their pricing information.

The product catalog in Microsoft Dynamics 365 also supports product taxonomy that lets sales managers:

• Hierarchically organize products and product bundles into product families.

• Define configurable properties for products to reduce the number of individual product records or stock keeping unit (SKUs) they would need to manage. The sales people can pick from these properties when they’re working on opportunities, quotes, orders, or invoices.

• Group products and services into bundles to create attractive packages for customers

• Define product relationships such as upsell and cross-sell products so sales people can see these products as recommendations at the time of building orders.

All these capabilities will help your sales agents quickly find products, see their properties, and also suggest other products to the customers, and consequently increase sales.

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

Follow these links to learn more:

• Create a product family

• Create a product (Sales)

• Create product bundles to sell multiple items together

• Use properties to describe a product

• Define related products to increase chances of sales

• Publish a product or bundle to make it available for selling

• View product hierarchy

• Translate product names and properties into multiple languages

• Clone a product

• Delete a family, product, or bundle

See Also

Set up a product catalog: Walkthrough