Manage Retail product categories and products


This topic applies to Dynamics 365 for Retail and Dynamics 365 for Finance and Operations.

This topic describes an enhanced way to manage Retail product categories and products in Microsoft Dynamics 365 for Retail. The enhancements let merchandising managers view a structure of product properties that is shared between the Retail product hierarchy and released product details.

To learn more about how to manage Retail product categories, in the Category and product management workspace, select the Retail product hierarchy tile.

Notice the enhanced structure of the Retail product hierarchy page that appears. In previous versions of Retail, product properties were divided into basic product properties and Retail product properties, based on the scope of their applicability. Retail product properties are global in their scope of applicability. In other words, for a given Retail product property, the same value is shared across all legal entities. By contrast, basic product properties are legal entity–specific. In other words, for a given basic product property, the value can differ across legal entities, depending on the individual business requirements of each legal entity.

In the enhanced Retail product category structure, product properties are logically separated based on their applicability in a group, to reflect the structure of the released product details form structure.

Fields grouped based on the properties' scope of applicability

You can switch between managing legal entity–specific properties across all legal entities and managing them for a specific legal entity.

To manage properties across all legal entities, select View for all legal entities (or Edit for all legal entities).

View/Edit for all legal entities

To manage properties for a specific legal entity, select View for a specific legal entity (or Edit for a specific legal entity).

View/Edit for a specific legal entity

Additionally, in the enhanced Retail product category structure, a merchandising manager can now define default values for an additional set of product properties at the level of the individual category. Then, when products are created, they inherit default values for their product properties, based on the association of those properties with an individual category in Retail product hierarchy. These inherited product properties can also be modified for each product to meet individual business requirements.

Selecting properties to update products on the Retail product hierarchy page

You can use the new enhanced structure for product properties to select updated product properties that must be pushed to the associated products. On the Retail product hierarchy page, on the Action Pane, select Category, and then select Update products to open the Update products dialog box.

Update products dialog box