Create a product (Sales)

  • Article

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Products are the backbone of your business. They can be physical products or services—whatever your organization sells. Your sales reps use the products you create in Microsoft Dynamics 365 to generate sales quotes, marketing campaigns, orders, and invoices. Your customer service reps might also use them when they create customer service cases.

Important

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

  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, click Families & Products.

  4. If you want to create a child product to an existing product family, select the family in the list, and then click Add Product. The selected family becomes the parent family of the new product you’re creating. You can’t change the parent of a product after the product is created. More information:    Create a product family

    -OR-

    If you want to create an independent product, simply click Add Product.

  5. Fill in your information:

    • Unit Group. Select a unit group. A unit group is a collection of various units a product is sold in and defines how individual items are grouped into larger quantities. For example, if you’re adding seeds as a product, you may have created a unit group called ”Seeds,” and defined its primary unit as ”packet.”

    • Unit. Select the most common unit in which the product will be sold. Units are the quantities or measurements that you sell your products in. For example, if you’re adding seeds as a product, you can sell it in packets, boxes or pallets. Each of these becomes a unit of the product. If seeds are mostly sold in packets, select that as the unit.

      More information:   Create a unit group and add units to that group

    Note

    The Valid From and Valid To fields define how long 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 Microsoft Dynamics 365 SDK. For example, run a scheduled job to automatically retire last season’s products using the date selected in the Valid To field.

  6. Click Save.

  7. In the Price List Items section, click the Add a Record button Add a record button, and create a price list item for each unit the product is available in. More information:   Create price lists and price list items to define pricing of products

  8. In the Default price list box, select a default price list. Microsoft Dynamics 365 uses this price list for calculations when the associated price list in the opportunity or order for the product does not contain a price definition of the product.

    Note

    A price list will be available for selection only when the product you’re creating is added to it as a price list item (as described in Step 7).

  9. If you’re creating this product under a family, the product will inherit the properties from its parent family. To change a product’s property, in the Product Properties section, open the property by clicking the name, and click Override. More information:   Use properties to describe a product

    Note

    You can’t add properties to an independent product.

  10. In the Product Relationships section, click the Add a Record button Add properties button, and select a related product. More information:  Define related products to increase chances of sales

  11. Click the Save button in the bottom-right corner.

  12. After you’re done adding all the details, make sure to review everything and ensure it’s correct. On the command bar, click Preview. The Properties Preview dialog box lets you verify how the product properties will appear to sales agents when they’re selling the product or bundle.

    After you’re done verifying, click Done.

Typical next steps

Right arrow button  Create price lists and price list items to define pricing of products

Home button  Classify products and bundles into product families

See Also

Set up a product catalog: Walkthrough