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Dynamics 365 Sales Catalog with Modern UI Setup
Dynamics 365
Dec 15, 2023 2:30 PM

Dynamics 365 Sales Catalog with Modern UI Setup

by HubSite 365 about Softchief Learn

Learn how to take advantage of your business data with Microsoft Dynamics 365 & Power Platform & Cross Technologies. My name is Sanjaya Prakash Pradhan and I am a Microsoft Certified Trainer (MCT) and

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Optimize Your Dynamics 365 Sales Catalog with Modern UI for Efficient Product Management

Configuring product properties in the product catalog with the Modern UI in Dynamics 365 Sales is a critical step for businesses. It involves defining attributes that describe and categorize products effectively. This organization allows users to efficiently manage and locate products, leading to better decision-making and enhanced sales processes.

To configure product properties, one must first access the product catalog settings. This is done within the Sales Hub app by selecting "Change area" in the bottom left, choosing "App settings," and navigating to "Product Catalog" and then to "Product Catalog Settings." Proper access lays the groundwork for effective product management.

Next, enabling an enhanced experience is significant for those with Sales Enterprise or Sales Premium licenses. By toggling the "Enhanced experience for adding products" switch to "On," users unlock additional features like inline product details and product comparisons, which streamline the selection process.

It is also essential to create product families to unify similar products, acting as containers for properties and inheriting attributes from parent families. To initiate a family, users should select "Add New Family" in the "Product Catalog" section. Organizing products into families simplifies property assignment and management.

Within these families, adding specific properties to products is necessary. Users can do this by selecting "Add New Property" in the "Product Properties" section and then detailing the property name, data type, and other relevant details. Precise properties aid in accurately describing products in the group.

These properties should then be assigned to individual products or entire product families. When editing a product record, users navigate to the "Product Properties" tab, select "Override" for any property, and adjust as needed. Assigning properties ensures consistent product descriptions within the catalog.

Customizing the "Add Products" dialog box can further enhance the product selection experience. Users who enabled enhanced product selection can tailor the dialog box appearance by adding grid columns or customizing product column attributes, creating a more user-friendly interface.

Finally, saving all changes is vital. Clicking "Save" on each property form confirms that all configurations are applied to the product catalog. Properly saved properties maintain organization and searchability throughout the catalog, supporting sales teams in their processes.

By adhering to these guidelines, businesses can successfully configure product properties in the product catalog using the Modern UI. This methodical approach enhances product descriptions, categorization, and selection within Dynamics 365 Sales, leading to more organized, searchable, and decision-friendly sales operations.

Expanding on Dynamics 365 Sales Product Management

The product catalog in Dynamics 365 Sales serves as a foundational element for businesses to showcase their products. It provides an organized system for tracking and managing product information, enabling an efficient workflow for sales representatives. It's not just a catalog but a strategic tool that helps in identifying customer patterns and managing inventory.

Effectively managing the product catalog ensures that sales teams have accurate information at their fingertips. This supports better communications with customers, personalized sales experiences, and the ability to swiftly respond to market changes. Additionally, comprehensive product details contribute to effective marketing campaigns and promotional strategies.

Finally, the Modern UI in the product catalog reflects the ongoing commitment of Dynamics 365 to provide user-friendly, intuitive platforms. Simplifying product management tasks equates to more time spent on customer engagement and sales strategies, directly contributing to a business's bottom line. With the help of Dynamics 365's robust features, companies can transform their sales processes and achieve greater success.

Configuring Product Properties in Dynamics 365 Sales

Configuring product properties within the Dynamics 365 Sales product catalog involves detailed steps to improve product management. The process is crucial in providing descriptive and categorical attributes to the product listings. This contributes to more efficient product searches, better organization, and effective sales decisions.

To commence configuration, access the Product Catalog Settings through the Sales Hub app. Navigate to 'Change area' and proceed to 'App settings,' then 'Product Catalog' followed by 'Product Catalog Settings.' It's a straightforward path to ensure the settings are within reach.

For those with Sales Enterprise or Sales Premium licenses, enabling the 'Enhanced experience for adding products' is suggested. Turning this on provides a more feature-rich product selection experience. It's crucial for those looking to utilize inline product details and enhance comparison features.

One important step is to create product families. These act as a blueprint for grouping similar products, which streamlines the creation of product properties. Begin by selecting 'Add New Family' in the 'Product Catalog' tab to establish these essential product clusters.

  • Navigate to the Sales Hub app's 'Change area'
  • Open 'App settings' and select 'Product Catalog' then 'Product Catalog Settings'
  • For high-tier licenses, toggle the enhanced features to 'On'
  • Create 'Add New Family' on the 'Product Catalog' tab for product groups

In the product family, you will add specific properties that describe the products. This can be done by selecting 'Add New Property' under the 'Product Properties' tab. The properties can range from text, numbers to dropdown lists, depending on the required information.

These properties are not only added but also assigned to individual products or to all within a family. Modify these properties for products by selecting 'Override' within the product record under 'Product Properties' tab. This customization ensures each product is accurately described.

Enhance your 'Add Products' dialog box by customizing its appearance and behavior. With the 'Enhanced experience for adding products' enabled, you can further tweak the grid columns or product column attributes. This improves the interaction with the product catalog.

Finally, save all your configurations by clicking 'Save' on each property form. It's vital to ensure the changes are persistent and effective across the product catalog. The aim of these configurations is to upgrade the overall functionality of the sales application.

  • Add properties by selecting 'Add New Property' and detail each attribute
  • Assign these properties to specific products or families
  • Customize the 'Add Products' dialog box to suit user preferences
  • Save all configuration changes to apply them throughout the product catalog

By meticulously following these structured steps, configuring the product properties in Dynamics 365 Sales using the Modern UI can significantly uplift the management and selection of products. These enhancements support the sales team by refining organization, searchability, and the decision-making process in sales transactions.

Optimizing Product Management in CRM Systems

Effectively managing product data within a CRM system like Dynamics 365 Sales is crucial for any organization relying on efficient sales processes. Enhancing product descriptions and categorization leads to better inventory control and customer service. It simplifies the decision-making process by providing clear, detailed information about each product. By optimizing product data within these systems, businesses can streamline operations, improve sales strategies, and create a robust platform for revenue generation.

Dynamics 365 - Optimize Dynamics 365 Sales Catalog with Modern UI Setup

## Questions and Answers about Microsoft 365


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