Set up a product family (Sales and Sales Hub)

Make it easier for sales agents to find products and services in a product catalog by creating a product family and classifying similar products in it. A product family lets you group and categorize products, making it easier for you to manage them.

With product families, you can:

  • Categorize your products in whichever way is most meaningful to your organization.

  • Create child products and product bundles within a product family. (Product bundles allow you to sell multiple items together.)

  • Create as many levels of product families as you want by creating a family within a family.

    Hierarchy of families and products in Dynamics 365 Sales

Note

The product family that you use for creating a product, bundle, or another product family becomes the parent family.

Create a product family (Sales Hub)

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

  2. Select the site map Site map icon, and then select Products.

  3. To create a family, on the command bar, select Add Family.

    -OR-

    To create a child product family under an existing family, select the family, and select Add Family. The selected family becomes the parent family of the new family you're creating.

    List of products with Add Family button

  4. Fill in your information. Use the handy tooltips as a guide.

    Note

    The Valid From and Valid To fields define the duration that a product is valid for. There's no business logic associated with these fields except that the Valid To date must be later than the Valid From date. If required, you can implement your own business logic in these fields with a workflow, plug-in, or by using the Dynamics 365 Customer Engagement Web Services. For example, you could run a scheduled job to automatically retire last season's products using the date selected in the Valid To field.

  5. Select Save.

  6. In the list of products, families, and bundles, open the family that you just created.

  7. On the Product Properties tab, select the Add New Property button, and add the required properties. More information: Use properties to describe a product

Create a product family (Sales)

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. In the Product Catalog area, select Families & Products.

  4. To create a family, select Add Family.

    -OR-

    To create a child product family under an existing family, select the family, and select Add Family. The selected family becomes the parent family of the new family you're creating.

    If you want to see your current product family levels, see View product hierarchy.

  5. Fill in your information. Use the handy tooltips as a guide.

    Note

    The Valid From and Valid To fields define the duration that a product is valid for. There's no business logic associated with these fields except that the Valid To date must be later than the Valid From date. If required, you can implement your own business logic in these fields with a workflow, plug-in, or by using the Dynamics 365 Customer Engagement Web Services. For example, you could run a scheduled job to automatically retire last season's products using the date selected in the Valid To field.

  6. Select Save.

  7. In the list of products, families, and bundles, open the family that you just created.

  8. In the Product Properties section, select the Add Properties button Add properties button, and add the required properties. More information: Use properties to describe a product

Typical next steps

Right arrow button Use properties to describe a product

Right arrow button Create a product

Home button Classify products and bundles into product families

See also

Set up a product catalog
Clone a product
Change the parent of a product (reparenting)