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Customer experience | Sales, Customer Insights,...
Suggested answer

Product Catalogue

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Posted on by 40

Hi,

What is the hierarchy for Product Catalogue?Like how is it arranged

(Units-Units Groups- Product family- Product Bundles- )?

#Sales #Productcatalogue

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Product Catalogue

    Hello Dynamics8901,

    1.From the list of opportunities, open the opportunity to which you want to add products.

    2.Go to the Product Line Items tab.

    3.Select a PriceList.

    4.If you want the estimated revenue of the opportunity to be calculated based on the total number of products, set Revenue to System Calculated. 5.In the Product Line Items grid, select Add Product.

    Pls, refer this Blog to add the product catalog

  • Dynamics8901 Profile Picture
    Dynamics8901 40 on at
    RE: Product Catalogue

    Thanks Giselle,

    Could you let me know on what comes first while creating a Product Catalogue, because the same question has been asked in MB-210 examination , which i will be attending

  • Suggested answer
    gisiquei Profile Picture
    gisiquei on at
    RE: Product Catalogue

    Hi there, 

    Please check this content https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-product-catalog-walkthrough, it shows the expected order to create the product catalog components .

    For sample unit creation would be inside a group of unit (step 2) and bundle would be inside a product family (step 3)

    Hope it helps ,

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