Publish a product or bundle to make it available for selling

  • Article

 

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

When you’re ready to sell a product or bundle, publish it to make it available to the sales agents so they can build orders or create opportunities orders for customers. By default, product records are created in a draft state, and are available to your sales agents only after you publish it. For products that don’t have a parent product family, you can create them directly in an active state using a system setting, so that you don’t have to publish them after creation. More information:    System Settings dialog box - Sales tab

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. Open the product, bundle, or family you want to publish, and on the command bar, click Publish.

    This will change the product status to Active and make it available for selling.

Tip

You can’t publish multiple product records at the same time. To publish all child products and families of a parent family at once, open the family, and choose Publish > Publish Hierarchy. For product records that don’t belong to a product family, publish them individually after creating or editing them to make them available to your sales agents.

Note

You can only publish a product or bundle with a parent family if the parent product family is active.

Typical next steps

Right arrow button Revise a product

Right arrow button Retire a product

Home button Product lifecycle--publish to retire

See Also

Set up a product catalog: Walkthrough