Retire products

If your organization doesn't sell a product, bundle, or family anymore, retire it so that the product record is no longer available to your sales agents.

Note

Product families are only supported for Sales Enterprise and Sales Premium.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Retire a product

  1. Depending on the sales app that you're using, do one of the following:

    • If you're using the Sales Hub app,
      1. Select Change area Icon to change the work area. at the lower-left corner of the site map, and then select App Settings.
      2. In the Product Catalog area, select Families and Products.
    • If you're using the Sales Professional app,
      • Select Products from the site map.
  2. Open an active product, bundle, or family that you want to retire, and on the command bar, select Retire.

    Product form with the Retire button.

    Note

    Retired product families cannot be reactivated. Unparent a product before retiring if you think you may need to reactivate it later.

  3. In the Confirm Retire dialog box, select Confirm.

    Confirm retire.

Reactivate a retired product

If you have retired a product inadvertently or want to restore a product that was retired earlier, open the product and select Activate.

You can only reactivate a standalone product. If a product has a parent, you'll not see the Activate option. You cannot reactivate a product family either.

Typical next steps

Home button Set up a product catalog: Walkthrough

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Set up a product catalog: Walkthrough