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Introduction to Managing Product Catalogue

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When you are managing your sales process and dynamics through 65, 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 a system calculated pricing.
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This means that your sales professionals are not having to manually perform any of these complex calculations, reduces 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. Many different pieces to configure for their product catalogue. And you’ll need to configure all of these items, so that you can have a full robust experience with the product catalogue. Take prices, for examples, gives us different price lists that we can maintain for different customers or different groups of customers.
91.4
We have unit groups, which allow us the opportunity to group items together using base units or primary units, having additional information added with the different additional units. And then, for example, discount lists. They can be used to offer a percentage discount or a discount by a fixed amount. You can specify the quantity needed to qualify for a discount. For example, you can have a discount list to offer customers $10 off their order if they order a quantity of three or more items. Here, we see an example of our product record. Like most things in Dynamics, you can manually create these records. You can import them via the bulk import wizard, or you have the ability to clone these items.
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Product records do have a lifecycle– draft, active, retired, and under revision. And only these active products are available when we’re using opportunities, quotes, orders, and invoices. From an organisation perspective, we can organise product families and bundles. So these products families enable an organisation to categorise related products together. Take, for example, a car dealership. You may have different product families such as sports cars, trucks, and sedans. This will allow you analyse sales trends based on the categories. And you have the ability to apply particular product properties across products within the same family. And this feature set supports product hierarchies.

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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