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 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. 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.

    Use the following entities in Customer Engagement to manage your product catalog.

Entity Description
Product 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
ProductSubstitute (Product Relationship) 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
DynamicProperty (Property) 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.
DynamicPropertyOptionSetItem (Property Option Set Item) A property option set item stores information about individual options for a product property of option set data type.
DynamicPropertyInstance (Property Instance) A property instance stores the instance of a product property along with its values. More information: DynamicPropertyInstance Entity
PriceLevel (Price List) 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
ProductPriceLevel (Price List Item) 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
Discount Discounts enable a product to have different sales prices, depending on the quantity purchased. More information: Discount Entity
DiscountType (Discount List) 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
UoM (Unit) A unit is a measurement that specifies in what quantity a product will be sold. More information: UoM Entity
UoMSchedule (Unit Group) 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:

In This Section

Manage product families, products and bundles

Publish, revise, revert, retire, and activate products (product lifecycle)

Manage Product Pricing

Use custom pricing for products

Set default price level for opportunity, quote, order, invoice

Product discounting methods

Localize product property values

Product Entity

ProductSubstitute Entity

ProductAssociation Entity

DynamicPropertyInstance Entity

PriceLevel Entity

ProductPriceLevel Entity

Discount Entity

DiscountType Entity

UoM Entity

UoMSchedule Entity

Sample: Create and publish products

Sample: Clone product records

Sample: Add products to a bundle

Sample: Calculate Price plug-in

Model Your Business Data With Dynamics 365 Customer Engagement (on-premises)

Opportunity Entities

Quote, order, and invoice entities

See also

Video: Product Taxonomy Administration in Microsoft Dynamic CRM 2015
Video: Salesperson Experience with Product Taxonomy in Microsoft Dynamics CRM 2015