Summary
The Microsoft Dynamics 365 product catalog lets organizations that sell products and services build a catalog of the products that they offer. Organizations can also define the different pricing options that are available for those products. Perhaps you need to create discount lists to define discounts that should be applied based on different product volumes that are sold. Or perhaps you need to create product families that have predefined properties that sales staff can easily change when items from that family are added to sales related records. Either way, the Dynamics 365 product catalog provides several tools that can be used in many different selling models.
We looked at several of the main components that are involved in the setup of the product catalog. Here are some examples of what you learned:
How currencies are used for an organization in Dynamics 365, and how those currencies can affect the individual transactions that are being processed.
The process for defining currencies and exchange rates in Dynamics 365, and practices for making sure that exchange rates are applied to appropriate sales records.
The role that unit groups play in the product catalog to control the quantities that products can be sold in.
How to create and define the different products, product families, and product bundles that an organization sells.
How product properties and relationships with other products can be used to edit items details on individual products, and how they can help in scenarios like cross-selling, product substitution, and up-selling.
How to define different price lists in Dynamics 365, and the individual pricing options that are available for price list items.
How to create discount lists that can be used by individual price list items.
How to modify Product Catalog settings, such as enabling the Enhanced experience for adding products to provide a better overall experience for users.
From here, the next steps are to learn more about how the Dynamics 365 product catalog can be used as part of sales order processing to add line items to records like opportunities, quotes, orders, and invoices.