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Is it possible to create variants and attributes in D365 Sales? If yes, how?
Thank you for your query.
For variants, please look into this:
Create predefined product variants - Supply Chain Management | Dynamics 365 | Microsoft Docs
For Attributes, you can use properties:
Use properties to describe a product (Dynamics 365 Sales) | Microsoft Docs
Thank you so much for your answer, Please also guide me about physical inventory balance in dynamics 365 sales How can i check physical inventory in dynamics 365 sales?
You are welcome.
Product entity has an out-of-the-box field named Quantity On Hand, but it is only for informational purposes.
Normally, stocks are managed in Inventory Management Solutions or ERP (like Dynamics 365 Finance & Operations), and then we sync on-hand quantities to Customer Engagement for reporting or informational purposes.
This means, Dynamics 365 Customer Engagement does not manage inventory (out-of-the-box), this also means, when you sell a product, the Quantity On Hand field is not updated.
A typical flow is:
Customer Engagement: Lead -> Opportunity -> Quotation -> Sales Order
ERP/Finance & Operations: Sales Order Confirmation -> LPO/STO (or other Inventory Management operations) -> Invoice -> Sync Invoices and Inventory status back to Customer Engagement
If you need this functionality within Customer Engagement, you can also build this functionality (using processes/plugins), but it is a lot of work. An alternate is to use an add-on like:
Stock Management For Dynamics 365 Sales (microsoft.com)
Also, following docs are very useful to understand features available related to Product Catalog in Customer Engagement:
Set up a product catalog Walkthrough (Dynamics 365 Sales) | Microsoft Docs
If these answers are helpful, please mark these as verified (Select 'Yes' under 'Did this answer you question?').
Hope you are doing fine.
I am facing following issue while defining the product or creating new product in D365 Sales.
"Quantity On Hand : Required fields must be filled in" As there is no any field is available. Please guide how I would resolve this error.
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