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Classify products and bundles into product families

A product catalog is a collection of products and their pricing information.

The product catalog in Microsoft Dynamics CRM also supports product taxonomy that lets sales managers:

  • Hierarchically organize products and product bundles into product families.

  • Define configurable properties for products to reduce the number of individual product records or stock keeping unit (SKUs) they would need to manage. The sales people can pick from these properties when they're working on opportunities, quotes, orders, or invoices.

  • Group products and services into bundles to create attractive packages for customers

  • Define product relationships such as upsell and cross-sell products so sales people can see these products as recommendations at the time of building orders.

All these capabilities will help your sales agents quickly find products, see their properties, and also suggest other products to the customers, and consequently increase sales.


Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your CRM administrator or support person.


Applies To

CRM Online

CRM 2016 on-prem

CRM 2015 on-prem

CRM 2013 on-prem

 
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