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

Variants & Attribute Mapping in Microsoft Dynamics 365 Sales

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Posted on by 15

Hello!

Is it possible to create variants and attributes in D365 Sales? If yes, how?

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  • Suggested answer
    Wahaj Rashid Profile Picture
    11,323 on at

    Hi,

    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

  • Suggested answer
    Muhammad Baqir Profile Picture
    40 on at

    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?

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,323 on at

    Hi,

    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?').

  • Muhammad Baqir Profile Picture
    40 on at

    Hello,

  • Muhammad Baqir Profile Picture
    40 on at

    Hello Sir,

    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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