Microsoft Dynamics CRM 2013 Customer Center
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Create or edit a product

You can add your products to the system and include them on price lists and in product catalogs, which you can then send to your customers.

Create a product

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

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Product Catalog.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, click or tap Settings > Business > Product Catalog.

  3. In the Product Catalog area, click or tap Products.

  4. Click or tap New.

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


    Note

    Before you can add a default price list, you must save the newly created product form.


  6. Click or tap Save.


Note

If you're using an accounting program that is integrated with Microsoft Dynamics CRM, several of the fields in the product form are updated automatically.

You can't enter taxes on the product form. You can add taxes when you create a quote, order, or invoice.


Edit a product

  1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.More information: Permissions required for customization tasks

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Product Catalog.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, click or tap Settings > Business > Product Catalog.

  3. In the Product Catalog area, click or tap Products.

  4. Open the product you want to make changes to.

  5. Edit information, noting any restrictions or requirements as needed.

  6. Click or tap Save.

Applies To

CRM Online

CRM 2013 on-prem

See Also

Run a report

 
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