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How To Add Products in Dynamics 365

How To Add Products in Dynamics 365

Pete MurrayDyn365CE, Dynamics 3653 months ago9 Views

If you add your product catalogue to Dynamics Sales, your sales team can use it add products to opportunities and orders.

Before you list your products in Dynamics, you’ll need to consider

In what quantities do you sell (weight, number, pallet etc) These are Units in Dynamics
Do you pair up products? These are Product Bundles in Dynamics
Is there a hierarchy of products? This is called Product Families in Dynamics
How do you price your products in different situations? These are Price Lists in Dynamics

These instructions are for users who are using the Sales Hub app. Please take a look at Microsoft’s Learn pages for people using Sales Professional

Set up your product units

Before you add products, think about the quantities or measurements you sell your products in.

First, set up a Unit Group

Choose App Settings > Unit Groups > then New from the command bar

Add a name which covers the types of products you’re adding
Type a Primary unit which is the lowest unit measure you’ll sell these products in (this could be piece (i.e one unit) or a box or a weight).
- You can add other units later

Add units to a unit group

From the Related menu, choose Units
Select +New Unit
In the Quick Create: Unit pop out
Type a meaningful name (i.e carton)
Type a quantity
Choose a base unit

The example shows what you’d type if you sell products in boxes of 100 pieces

How to set up products

In Dynamics, products can either be physical items or services.

To create a new product:

Choose App Settings > Families and Products > then Add Product from the command bar

Start by completing these fields and then Save

Enter the Name of the product.
Enter a product ID.
Select a Unit Group
Default Unit – Choose the most common unit in which the product will be sold in
If you can divide the product into fractions, enter a number between 0 and 5 in to the Decimals Supported field

After you’ve saved the product, you can add to these optional fields

Valid to / from – you can choose when a product is live on your system
Choose a Default Price List see the price list section for more
Select a parent if you are using Product Families

When you’ve finished adding the product, finalise it by clicking Publish on the command bar

Set up Product Families

You can set up product families to help keep your collections of products organised.

A product family defines a parent and child relationship. You can create multiple levels of parents and children to help describe how you categorise your products.

Choose App Settings > Families and Products > then Add Family from the command bar

Adding a product parent is similar to adding a product.

When you’ve finished adding a family, finalise it by clicking Publish on the command bar

Microsoft has some useful information about changing the parent of a product

How to set up Price Lists for products

To set up a simple currency price for a product

Choose App Settings > Price Lists > then +New from the command bar

To create the price list, complete the Name, Start / End Date and Currency fields

Press Save

Next select the Price List Items tab

Select the Product you’re adding the price for
Choose the Unit your adding the price for
Add a currency
Choose a Discount List (optional) – we’ll explain discounts in our second blog in this series
Use the Quantity Selling box to show whether you can order in fractions or not

Then in the Pricing Information tag

From the Pricing Method field, choose Currency Amount
This lets you specify a simple currency amount for a product. The other options allow you to adjust the price from its base. We’ll discuss these options in a later blog post
Add the price in the Amount field
Percentage and Rounding Policy are used when you selected a Pricing method other than currency amount

Questions

How do I update product information in bulk in Dynamics 365 Sales?

Bulk Edit Button:

Navigate to the area where the products you want to edit are listed.
Use filters, views, or search to display the products you want to update.
Select the checkboxes next to the products you want to edit.
Click the Edit button in the command bar.
A new overlay will appear where you can update the fields with the new information.
Once you’ve made all the necessary edits, click Save

Edit in Excel Online:

Navigate to the area that contains the products you want to edit.
Use views or filters to display the specific products you want to update.
In the command bar, click the dropdown beside Export to Excel and choose Open in Excel Online.
Dynamics 365 will generate an Excel Online spreadsheet containing your chosen products.
Make your edits to the data in Excel Online and when you’ve finished, press Save.
In the Data Submitted dialogue, click Track Progress to ensure the changes have been applied

How can I track inventory levels for products in Dynamics 365 Sales?

Tracking inventory levels in Dynamics 365 Sales involves several steps to make sure you have real-time visibility and accurate data.

Use the Product Catalogue:
- Ensure all your products are listed in the product catalogue with accurate details, including stock levels and locations.
Enable Inventory Management:
- Dynamics 365 Sales integrates with Dynamics 365 Supply Chain Management for advanced inventory tracking. Make sure this integration is set up to use full inventory management capabilities.
Real-Time Inventory Visibility:
- Use the inventory dashboard to get a real-time view of your stock levels. This dashboard provides insights into current inventory, stock movements, and alerts for low stock.
Inventory Adjustments:
- Regularly update your inventory records to reflect any changes. This includes adjustments for received goods, returns, and damaged items. You can do this through the inventory adjustment feature.
Cycle Counting:
- Implement cycle counting to periodically verify inventory levels. This helps in maintaining accuracy without the need for a full inventory count.
Automated Replenishment:
- Set up automated replenishment rules to ensure you never run out of stock. Dynamics 365 can automatically generate purchase orders when inventory levels fall below a certain threshold.
Inventory Reports:
- Generate detailed inventory reports to analyse stock levels, turnover rates, and other key metrics. These reports help in making informed decisions about inventory management.

Learn Dynamics Sales

This post is page of our series to help you understand CRM better

AMS Club – Dynamics Sales

You can browse each lesson here, or follow the course in our recommended order below

The post How To Add Products in Dynamics 365 appeared first on All My Systems.

Check Pete Murray’s original post https://www.allmysystems.co.uk/how-to-add-products-in-dynamics-365/ on www.allmysystems.co.uk which was published 2024-11-28 09:54:00

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