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Managing Products in Dynamics 365

Managing Products in Dynamics 365

Pete MurrayDyn365CE, Dynamics 3651 month ago7 Views

This post looks at how to manage products once you’ve set them up. To find out about how to set up products and catalogues, take a look at How To Set Up Products and Catalogues in Dynamics 365

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

Now you’ve set up your products, you can use them in your sales process

How to add a product to an opportunity

You’ll need to have at least one price list set up before you start this

Using the Sales Hub app, open the opportunity
Open the Product or Product Line Items tab
Choose a Price List

You can calculate the estimated revenue based on the total number of products you’ve added, set Revenue to System Calculated, or you can add a manual figure by selecting User Provided
Click Add Products
Select Existing and choose a product
OR
You can add a product which isn’t in your price list. Select Write-in
Complete the fields, including the Price Overridden field if you want to add a discount.
Repeat this for each product you want to add.

Add multiple products to an opportunity

Microsoft released a streamlined way to add multiple products to an opportunity, called the enhanced experience

Your administrator needs to enable the enhanced experience for adding products

Begin to add the process as above and when you click Add Product, you’ll see the enhanced product grid

The experience is very much like an ecommerce shopping basket.

To add an existing product, search or scroll down the list and click Add
- You can add a quantity and/or change the unit
You can also add Write-in products, using the Write-in tab
Once you’ve added the products, click the Selected icon to view your ‘basket’

Selected icon in enhanced Dynamics 365 product editor

You can change the quantity and unit of each product
Click Save to Opportunity

If you find this grid design useful and would like to try a similar grid for other entities, look at AMS Grid

Add products to an order

If you add products to an opportunity and then the opportunity is won, the products will appear automatically on the quote.

Open the order and choose the Product Lines tab
Click +New Product Line
Search for a product and add a unit
- you’ll only see products associated with the price list of the opportunity
You can also add write-in products

You can add products from a different opportunity by selecting Get Products from the command bar

Set up discount lists

Discount lists in Dynamics 365 are sets of discounts that can be applied to products. These discounts are based on the quantity purchased.

People use discount lists to

Encourage bulk purchases
Promote new or slow-moving products
Encourage customer loyalty

To set up a new discount list

In Sales Hub select App Settings > Discount Lists

[discount settings]
Click New and name the discount list
Choose either a Percentage or an Amount
Click Save

To add a discount to a discount list

Open the discount list
From the Related tab, choose Discounts
Click +New Discount
Choose either a Begin Quantity and End Quantity
And a Percentage
OR
an Amount

The begin and end quantity define how many items you must buy to qualify for this discount

These discounts are automatically applied when a discounted products is added to an order or opportunity at the correct amount.

Product Bundles

Product bundles allow you to group products together in a collection to sell as a single offer.

How to set up a product bundle

[[Families and products settings]]

product families and product settings Dynamics 365

In Sales Hub select App Settings > Families & Products
Click New Bundle
Complete the fields
You can add the bundle to a product family using the Parent field
The bundle can exist for a limited date range – use the Valid From / To fields
Save the record and then you can select a Default Price List and set a price for the bundle

To add products to a product bundle

In the Bundle Products tab, Choose Add New Product Association
Choose a product
Select a quantity and a unit
Choose whether the product is required. If it’s required, then it must be included in the bundle

Questions

What is the difference between a product and a product bundle in Dynamics 365 Sales?

Product

A product in Dynamics 365 Sales is a single item that you sell. It can be a physical item, a service, or a digital product.
Each product has its own unique attributes, such as price, description, and inventory level.
Products are managed individually, meaning you can track sales, inventory, and other metrics for each product separately.

Product Bundle

A product bundle is a collection of multiple products sold together as a single unit.
Bundles are useful for promoting related products together, often at a discounted price, to encourage customers to buy more.
When you create a bundle, you define a parent item that represents the bundle and add multiple component items to it. The bundle is sold as one item, but the individual components can be shipped separately.
Bundles help streamline the sales process by allowing users to add all the items in the bundle to a sales order with a single action

What are product families and how do they work in Dynamics 365 Sales?

Product Families

Product families in Dynamics 365 Sales allow you to group and categorise products in a hierarchical structure. This makes it easier to manage and find related products.
By organising products into families, you can streamline the product catalogue and ensure consistency in product attributes and pricing.

How They Work

Grouping Products: You can create a product family and add related products or bundles under it. This helps in categorising products based on their similarities or usage.
Hierarchical Structure: Product families can have multiple levels, meaning you can create sub-families within a main family. This hierarchical structure allows for detailed organisation and easier navigation.
Inherited Properties: When you define properties (attributes) for a product family, all products and bundles within that family inherit these properties. This reduces the need to repeatedly define the same attributes for each product.
Simplified Management: Managing product families simplifies tasks like updating product information, setting pricing, and applying discounts. Changes made at the family level can automatically apply to all child products.

How do I handle discontinued products in Dynamics 365 Sales?

Retiring a Product

If your organisation no longer sells a product, you can retire it in Dynamics 365 Sales. This makes the product record inactive and unavailable for new sales
To retire a product, navigate to the Sales Hub app, go to App Settings, and select Families and Products.
Open the product you want to retire and click Retire on the command bar

Reactivating a Product

If you need to sell a retired product again, you can reactivate it. Open the retired product and select Activate. Note that you can only reactivate standalone products, not those within a product family

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The post Managing Products in Dynamics 365 appeared first on All My Systems.

Check Pete Murray’s original post https://www.allmysystems.co.uk/managing-products-in-dynamics-365/ on www.allmysystems.co.uk which was published 2025-01-15 12:20:00

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