Publish a product, family, or bundle to make it available for selling

Publishing a product or bundle makes the product available for selling in Dynamics 365 Sales. Sellers can choose only published products and bundles when creating opportunities, quotes, and so on.

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

Publish a product, family, or bundle

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

Note

  • You can only publish a product or bundle with a parent family if the parent product family is active.
  • Product families are only supported for Sales Enterprise and Sales Premium.
  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. Select the product, bundle, or family you want to publish, and on the command bar, select Publish.

    Product form with the Publish button.

    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.

Typical next steps

Right arrow button Revise a product

Right arrow button Retire a product

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 apps such as, the Sales Hub or Sales Professional app.

See also

Set up a product catalog: Walkthrough