Product catalog entities
A product catalog is a collection of products with their pricing information. The product catalog entities let you create a rich product classification system in Dynamics 365 for Customer Engagement apps that provides support for:
Defining hierarchical structure of product families and products with configurable properties (attributes) that help you reduce the number of product stock keeping units (SKUs) needed to maintain your product catalog.
Selling individual products or grouping them into bundles and kits. A bundle or a kit is a collection of products that is sold as single unit. Product bundling is useful in grouping products in a way that customers get more benefit from the full line of products or to offer discounts on bundled products.
Kits are deprecated in the current release of Customer Engagement apps. You should use bundles instead.
Defining related products in the system (substitute, cross-sell, up-sell, or accessory). The related products for a product are displayed as suggestions to the sales agents when they add the product to an opportunity, quote, order, or invoice.
Defining multiple pricing and discounting models. You can also use custom pricing instead of the Customer Engagement apps system pricing to calculate prices when you associate a product or bundle to an opportunity, quote, order, or invoice. Further, you can select whether to apply discounts for products at the per-unit or line level.
Specify whether you want the price level (price list) to be automatically set for an opportunity, quote, order, or invoice based on the sales territory relationship of the user.
Specifying localized values for certain product properties (attributes) to make the product names and descriptions available in the user-preferred languages.
Use the following entities in Customer Engagement apps to manage your product catalog.
||A product is either a physical inventory item (such as lumber or a nail), or a service (such as a haircut or tree pruning) that a company sells. Products from the product catalog can be used to build quotes and orders, and can be associated with opportunities or service cases. In addition, each product can contain links to sales literature and links to information about competitors and their products. More information: Product Entity|
||A product relationship contains information about the selling relationship between two products, including the relationship type, such as up-sell, cross-sell, substitute, or accessory. More information: ProductSubstitute Entity|
||A property stores information about a product property such as its name, the product family record that its associated with, attributes such as data type, whether its read only, hidden, or required.|
||A property option set item stores information about individual options for a product property of option set data type.|
||A property instance stores the instance of a product property along with its values. More information: DynamicPropertyInstance Entity|
||A price list contains one to many individual product and bundle prices, aggregated together into a list for categorization purposes. This enables easier maintenance and usability of the list. More information: PriceLevel Entity|
||A price list item represents configurations that enable a business unit to control how prices are calculated in Dynamics 365 for Customer Engagement such as quantity selling options, pricing method, rounding policy, and the rounding option. More information: ProductPriceLevel Entity|
||Discounts enable a product to have different sales prices, depending on the quantity purchased. More information: Discount Entity|
||A discount list is an aggregation of different discounts, specifying how much of a discount the user can receive when the purchasing amount falls between certain ranges. Discount lists can exist at each quantity level, together with detail lines that contain the quantity breakpoints, and the reduction in the price. More information: DiscountType Entity|
||A unit is a measurement that specifies in what quantity a product will be sold. More information: UoM Entity|
||A unit group contains one to many types of unit of measurement, as calculated from a base unit. A product is tied to a unit group in which it is sold. More information: UoMSchedule Entity|
These videos describe how products are administered and used in Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update:
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