View product hierarchy (Sales)

Get a visual snapshot of the products your organization sells by looking at the product hierarchy.

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

What is a product hierarchy

A product hierarchy gives you a visual snapshot of the products your organization sells. It makes it easy to see what products are available to sell and how they are connected. With this information at your fingertips, you can take whatever actions you need to on any product from a single place and improve your chances of a sale.

View hierarchy of a product family or bundle

  1. Go to Sales > Products.

  2. In the list of products, open a product family, or bundle whose hierarchy you want to see, and on the command bar, select View HierarchyView hierarchy button..

    You'll see the product in a tree structure and a visual organization of all products in the hierarchy.

    The product in the hierarchy in Dynamics 365 Sales.

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
Create a product family