You can add your product catalogue to Dynamics Sales so that your sales team can browse it and add products to opportunities and orders from it.
There are many aspects to consider before you can list products in Dynamics
- In what quantities do you sell (weight, number, pallet etc) These are Units in Dynamics
- Do you pair up products? These are Product Bundles in Dynamics
- Is there a hierarchy of products? This is called Product Families in Dynamics
- How do you price your products in different situations? These are Price Lists in Dynamics
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
Set up your product units
Before you add products, think about the quantities or measurements you sell your products in.
First, set up a Unit Group
Choose App Settings > Unit Groups > then New from the command bar
- Add a name which covers the types of products you’re adding
- Type a Primary unit which is the lowest unit measure you’ll sell these products in (this could be piece (i.e one unit) or a box or a weight).
- You can add other units later
Add units to a unit group
- From the Related menu, choose Units
- Select +New Unit
- In the Quick Create: Unit pop out
- Type a meaningful name (i.e carton)
- Type a quantity
- Choose a base unit
The example shows what you’d type if you sell products in boxes of 100 pieces
How to set up products
In Dynamics, products can either be physical items or services.
To create a new product:
- Choose App Settings > Families and Products > then Add Product from the command bar
Start by completing these fields and then Save
- Enter the Name of the product.
- Enter a product ID.
- Select a Unit Group
- Default Unit – Choose the most common unit in which the product will be sold in
- If you can divide the product into fractions, enter a number between 0 and 5 in to the Decimals Supported field
After you’ve saved the product, you can add to these optional fields
- Valid to / from – you can choose when a product is live on your system
- Choose a Default Price List see the price list section for more
- Select a parent if you are using Product Families
When you’ve finished adding the product, finalise it by clicking Publish on the command bar
Set up Product Families
You can set up product families to help keep your collections of products organised.
A product family defines a parent and child relationship. You can create multiple levels of parents and children to help describe how you categorise your products.
- Choose App Settings > Families and Products > then Add Family from the command bar
Adding a product parent is similar to adding a product.
When you’ve finished adding a family, finalise it by clicking Publish on the command bar
Microsoft has some useful information about changing the parent of a product
How to set up Price Lists for products
To set up a simple currency price for a product
- Choose App Settings > Price Lists > then +New from the command bar
To create the price list, complete the Name, Start / End Date and Currency fields
Press Save
Next select the Price List Items tab
- Select the Product you’re adding the price for
- Choose the Unit your adding the price for
- Add a currency
- Choose a Discount List (optional) – we’ll explain discounts in our second blog in this series
- Use the Quantity Selling box to show whether you can order in fractions or not
Then in the Pricing Information tag
- From the Pricing Method field, choose Currency Amount
- This lets you specify a simple currency amount for a product. The other options allow you to adjust the price from its base. We’ll discuss these options in a later blog post
- Add the price in the Amount field
- Percentage and Rounding Policy are used when you selected a Pricing method other than currency amount
