Set up the product catalog in Dynamics 365 Sales

  • Module
  • 7 Units
Intermediate
Functional Consultant
Dynamics 365
Sales

Learn how to set up and manage the product catalog in Dynamics 365 Sales to support consistent pricing and efficient selling across your organization.

Learning objectives

This module explains how to:

  • Describe the components of the Dynamics 365 product catalog and how they work together
  • Define products, product families, and product bundles for your organization
  • Configure price lists and discount lists to support different pricing scenarios
  • Manage product lifecycle states and catalog settings to optimize the seller experience

Prerequisites

  • A basic understanding of how to navigate the Dynamics 365 Sales application
  • Familiarity with core sales concepts such as opportunities, quotes, and orders
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