Use properties to describe a product (Sales and Sales Hub)

Simplify product management and classification by adding properties that help distinguish products from one another. Adding well-defined properties to products cuts down on the time spent by your agents trying to find products with the right specifications or properties for your customers when they're building orders.

A property of a product could be its size, color, component, and so on. You can add properties to a family, bundle, or product when they're in Draft or Under Revision states. The child products, bundles, and families inherit the properties from their parent.

Important

You can't set different prices for the different properties you define for a product unless you're using a custom pricing engine.

Add properties to a product, bundle, or family (Sales Hub app)

  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, then select App Settings, and then select Families and Products.

  3. Open the product, bundle, or family you want to add the products for.

  4. On the Product Properties tab, select Add New Property.

    Add new properties to a product family

  5. In the Property form, on the Summary tab, enter the name of the property, and set other fields, as required.

    Note

    You can hide a property by setting Hidden to Yes. When you hide a property, you block the child families or products from inheriting that property.

  6. On the Properties tab, select a data type for the property you’re adding.

    As an example, the following table shows a list of properties that you might want to add for a shirt product family:

    Property name Data type Values
    Color Option Set red, blue, yellow, green
    Size Option Set small, medium, large
  7. Select Save.

Repeat the steps to add multiple properties.

Change properties of product family, products, or bundles (Sales Hub app)

You can make changes to the inherited properties of an individual product or family by overriding its properties. For example, for a shirt family, the size can vary between small, medium, and large. A product inside this family will inherit the same property. You can override the property to define the actual size of an individual shirt to medium.

  1. Open the product you want to override the property of.

  2. On the Product Properties tab, open the property you want to override.

    Override property of a product

  3. In the Product Properties form, select Override.

  4. Change the details as required, and save the properties record.

    Note

    You can override properties only for products and families that have inherited properties from the parent family.

In the following cases, you'll see the Overwrite option instead of the Override option:

  • You're trying to change non-inherited properties of a product family that's in the Under Revision status.

  • You're trying to change the inherited and already overridden properties of a child product family or product. If the inherited properties of the child product or family weren't overridden, you'll see the Override option.

Note

Child families can have their own properties in addition to inherited ones.

Add properties to product families (Sales app)

  1. Go to Settings > Product Catalog.

  2. Select Families & Products.

  3. Select the product family you want to add properties for.

  4. In the product form, in the Product Properties section, select Add properties button.

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

    Note

    You can hide a property by setting Hidden to Yes. When you hide a property, you block the child families or products from inheriting that property.

    As an example, the following table shows a list of properties that you might want to add for a shirt product family:

    Property name Data type Values
    Color Option Set red, blue, yellow, green
    Size Option Set small, medium, large
  6. Select the Save button in the bottom right corner, and close the form.

Repeat the steps to add multiple properties.

Change properties of product family, products, or bundles (Sales app)

  1. Open the product you want to override the property of.

  2. Select the property you want to override.

  3. In the Product Properties form, on the command bar, select Override.

  4. Change the details, as required, and save the properties record.

Note

You can only override properties for products and families that have inherited properties from the parent family.

In the following cases, you'll see the Overwrite option instead of the Override option:

  • You're trying to change non-inherited properties of a product family that's in the Under Revision status.

  • You're trying to change the inherited and already overridden properties of a child product family or product. If the inherited properties of the child product or family weren't overridden, you'll see the Override option.

Note

Child families can have their own properties in addition to inherited ones.

Product versioning (Sales Hub and Sales app)

At times, opportunities run for extended periods. During these periods, the associated product may change or retire. In such cases, the opportunity must still be taken through to completion.

When you revise a product and change the properties, Dynamics 365 Sales automatically creates a new version of the product and copies the product details from the existing product to the newer version. The new product version has all the details including price lists, product relationships, and properties. The already-created opportunities with the older version of product can continue to refer to the older version of the product. The opportunities that are created after the product is revised or retired will refer to the current (newer) version.

See also

Set up a product catalog
System Settings dialog box - Sales tab
Create a product family