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Product catalog entities

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A product catalog is a collection of products with their pricing information.

Important

The developer concepts and operations related to product catalog entities in Dynamics 365 Customer Engagement (on-premises) are similar to Dynamics 365 Sales. For extensibility information about these entities, see Developer Guide for Dynamics 365 Sales.

The product catalog entities let you create a rich product classification system in Dynamics 365 Customer Engagement (on-premises) 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.

    Note

    Kits are deprecated in the current release of Customer Engagement. 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 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.

These videos describe how products are administered and used in Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update: