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Revise products

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Keep the product inventory updated by quickly revising properties for the products as required, and republishing the information so that your sales agents can see the latest changes to the inventory.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Revise a product

  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.

  2. Select the site map Site Map icon., and then select Products.

  3. Open an active product, bundle, or family you want to change, and on the command bar, select Revise.

    Revise Product button on the Product form.

  4. In the Confirm Revise dialog box, select Confirm.

    Confirm revision of product.

    This will change the product status to Under Revision.

  5. Change the product properties, as required. More information: Use properties to describe a product

  6. After you're done making the changes, on the command bar, select Publish or Publish Hierarchy.

    Tip

    If some of the product properties-related information that you changed doesn't align with the customer or business needs, revert the changes and continue with the last active version of the product. To do this, select Revert. This changes the status of the product back to Active.

    Revising a family sets all the products and bundles under it to the Under Revision state.

Typical next steps

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 Sales Hub and Sales Professional apps.

See also

Set up a product catalog: Walkthrough