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Introduction to Managing Product Catalogue


In the last step, we looked at an order processing overview and in this step, we will explore managing a product catalogue.

When you are managing your sales process in Dynamics 365, the Product Catalogue can add some much needed functionality and organisation to your process.

Keep in mind the Product Catalogue is not a required element of the sales process but it does offer many advantages things such as assisting with automatic creation of quotes orders and invoices, centralised control over pricing, as well as cross-selling and up-selling opportunities.

When you have a sales opportunity associated with products, then your users can also use the system calculated pricing. This means that your sales professionals are not having to manually perform any of these complex calculations.

This will then reduce your amount of error and additionally when we have that information on the opportunity, those details can go forward with that throughout the process. So the information from the opportunity can be brought forward to the quote and the order and the invoice for consistency.

In the next step, you will investigate price lists and discounts.

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Dynamics 365: Customer Engagement for Sales

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