Dynamics Community Forum Thread Details

Best Practice for Product Unit Groups

Hi Everyone

I'm not sure how this field is used and the best practice for creating unit groups. What type of examples others can provide? We are also integrating to Business Central or F&O and if you have experience it would be great how this field is configured

Best practices for Product Unit Groups in Dynamics 365 CRM:

Planning and Setup

Clear Naming Convention: Use a consistent and descriptive naming convention for Unit Groups that reflects how the products or services are sold (e.g., "Packaging," "Subscription," "Professional Services"). This aids clarity and organization.
Primary Unit Choice: Carefully select the Primary Unit within each Unit Group. This should be the base unit of measure most frequently used for transactions, impacting pricing and quantity calculations.
Group Related Units: Ensure all units within a group are logically related and represent different measurements for the same product category. Avoid mixing incompatible units within a single group.
Limit Group Number: While you can create many Unit Groups, keep the number manageable. Too many can make product setup and maintenance complex.