Working with Product Catalog in Dynamics 365 CE :Microsoft Business Application Live Show - Ep. 12

hi everyone good evening wherever you are and wherever the time what's about the time that you

are having so again we are here for hope you can see my screen okay so yes so what's this particular

agenda for this time right so as you have meant as you all have observed in the last sessions

we are going with the couple of tracks of dynamic crm and also the dynamic crm related things and

also the power platform now in this particular week what we are going to see right uh with with

respect to the sales process only there is one important uh concept i can say not a concept there

is a group of concepts that plays a vital role which we are going to bring now is the products

and all so this is the agenda like we are going to have the set of products and what is the unit

groups and units and priceless and use all it in the opportunity and followed by a demo so yep

so before starting that uh just an introduction about us i have uh i'm vengertsboro pole city

have working at the EPM with 30 plus years of experience, am I an active Microsoft business applications MVP

C-Jabber Corner MVP, and also the MCT and speaker at the community events

And followed, this particular show has been co-hosted by Mahinder Paul, and he was a legendary Microsoft

active business applications MVP. So he backs an experience of 16 plus years

and he's an author of three books as well so my god he has a good uh uh repo that needs to be said

to him okay and he was also in rock star in all the speakers act as a speaker in all the community

events so yes so just if you observe right just as an interaction uh so any sales in the sales

process right uh whether you are coming for any if you generate any or particular lead and generate

an order invoice on all these things uh there are an important things that comes into the picture

right there is a product catalog with the help of these particular products right we can also

get more business into it which is very much crucial not only in the sales but also in the

marketing and also the customer service activities within our organization if you observe here like

like this particular illustration shows about how you can provide the discount and how you can create any particular units and groups

and how you can provide the create the product and this product has been changed into the set of the unit groups

and also the product kits and then how you can go for in the price list and each and everything price list

how it is how it can be categorized into the multiple forms that is going to see that in

detail in the next slides so coming to the product right so if you observe what is a product product

is a collection of product product catalog is a collection of different products okay so it could

be at any business case that you can see in the sales if you are taking any product example one

television is present in that particular television if it belongs to a company and for

that particular company it will have the one product is this particular television and in

the same company if it has the more variants of these different televisions these are nothing but

the products that are available which can be seen in their product catalog and obviously we need to

set up pricing and for this particular unit what are the things that has to be present that is what

we say about this particular product catalog and in this product catalog right there are few

important things that you have to see so product catalog is nothing but the list of products which

are of different types and each type will have this particular product families and also the

each and bundle for each and every product family and the product bond bundles there are price lists

that are associated for it. So, which can also have this price list, can have the actual

prices or we can also include the discounts as well, which I have mentioned in the earlier

slide. So, with these, right, which these are all out of box related configurations only

but it will play, it plays a vital role to generate the leads in all the modules of sales

market and also the customer service so if you observe here in the slide it is a product catalog

a product catalog will have the units product families and product bundles and the price list

so if at all any person asks about this product catalog and all right these are all things that

needs to come into your mind so now comes to the units and unit groups so what are units generally

if you are if you wanted to travel right we generally say that okay 100 kilometers 200

kilometers like that in the same way for product product catalogs also there are units are present

but here units are nothing but the quantities or measurements that you sell your products or

services example if i am going for the uh if my leads are coming from some plot and a cloth

textile industry then it will be on the measurements and if at all my leads or the

potential customers or from a big automobile company then i will get the orders in the form

of the quantities okay so like that uh just here an example that is there i have some gardening

supplies and i can have these things that i can sell it in the power packets or boxes and also

the pellets basic thing here a unit group is a collection of these different units if you observe

unit group if this is an electronics in the left side that whatever that i am showing here and

unit group is multiple things whereas unit or piece means in single item so if at all any person

was come come to you and say that we have this particular we are we are from so and so organization

and we wanted to have the list of all the these particular products then obviously something has

has to come into your mind, okay, they are expecting a kind of product catalog in their

process, that could be sales or the marketing and all. But this concept should come into

your mind so that these all can be carried out by without writing any piece of code so now how we can create any price list okay so the first thing right so price list tell your

sales agents that what what to charge for your products or service obviously uh if i build any

particular if i make any particular product right uh there are some car particular costs that will

be incurred so nobody wanted to sell that for losses right so that's why they will add some

kind of all for the beta to the manufacturing cost so that the price list will be very much

good so that the companies will not go for the losses so that's why right you can provide

multiple price lists for it example lkv the normal days if at all any offers are

not going right then the price list will we can define for a product catalog and the product

things we can define one particular price list for it and in the same way if they we have a billion

dollar uh whether it could be the flip court or the amazon kind of uh sales or the survey sales

that has been happened right on those big days obviously the customers would like to buy the

things during that time right we will we will also create another price list with these particular

discount things that are present if you remember in the earlier slides itself i said the importance

of that particular discount items okay so that discount if you add it then automatically it

comes to our price list so that this particular price list can automatically go for it if you

observe right in this slide i have one particular price list and in this particular price list

it can have one decision sample record you can create or add any particular new price list by

using this as in subgrid so now with this particular one right so there was one thing

right with the help of this particular price list if you have this the discount and the price list

products product catalog all these things if it and also the product bundles if you are very much

clear about the sales process or the the framework that customer was expecting right if you rightly

uh figure out this one right and these are all out of box things if you can do this well in

and tailored way then there is no need to write or to customize this your entire existing system

without taking much time so within less time only you can use all your out of box features

of this particular product catalog and all so if it all these these are all simple configurable

things you can do it and and also right once you set up then output then obviously right with the

help of this particular product catalog and all you can directly just take that particular lead

or also you can take the opportunity as well so obviously right if you get the product catalog

obviously you can go directly with an opportunity so uh you will get a call say that the customer

was saying that okay i need these particular products the tvs mobile phones and the chats

and laptops for my um company so then in that particular case right directly i will go okay

okay, these are the price lists, these are present, and the product catalog is present. With the help of all these things

I'll be going to create an opportunity, and that particular opportunity will have the person who has called

it could be an entity or a person. That means entity means a company or an organization

or an individual person. If they can give that one, right, obviously, without going with the lead itself

you can go directly to an opportunity. but if you wanted to feel the actual implementation of the sales process you can also start with

the lead and the generation of the lead with all those details you can capture it out

but most probably right if you get the price list and product catalog right it will be very much

quicker where you don't need to do multiple follow-ups with then potential customer by

directly going with creation of this particular opportunity and then go over the next sales

process that is present so we can share this particular youtube link of the microsoft as well

where this particular pricing list and the product catalog has been uh explained in detail and so

without miss without wasting much time right uh let us go for the demo and uh so where we are going

to tell you about what all the things that i have uh discussed till now uh in a demo phase that is

the show and tell so mainder so it is over to you thank you and get so let me share my screen

Hello everyone. So... Yeah, please let me know when you can see my screen

Not yet. okay yes

you can see my screen yep you can see okay so so as Jvenkit

discussed that today we are going to talk about the product catalog

so we can go to that if you want to set up the

product catalog we can go to the advanced settings so we have option here for the

advanced settings and when we will go to the advanced settings we will see here we have an

option for the product catalog so here these are the things basically which are related to that

complete product catalog so we need to set up all these things and these all are things basically

interrelated so as he explained so we'll start with the you know unit groups so first thing that

you know unit group is that basically we can say in a very simple manner this is a measuring unit

right so when we click on the group unit group you can see by default you know most of the time

you will see the default unit that is by default created there but we can define our own unit

groups here so as the groups it's saying that it's basically the combination of multiple units

okay so we can create our own unit group here so i'm for this demo i'm going to take an example of a

you know let's take an example that we are a service providing company and we provide training

for dynamics 365. okay so i'm going to set up the product for the training and you know units for

how we price that and all these things here so first thing because we want to sale the training we need to set up that how this training will be measured and how this we will be selling it so what

will be the unit and what will be the pricing so we will be setting all these things here okay so

let's start with creating our own unit here so when you will click on the new you see here we

have the dialogue where basically we provide that basic name of our unit group so let's take an

example that i am saying that i want to set with the training okay then one thing uh this name is

required which we want to give to our unit group and another thing is the primary unit so this is

the smallest unit that basically we want to use as a measure so for example here let's say for the

training i want to say that our is a minimum unit that we sell our service so if someone asking that

okay they want to buy some you know training so minimum one hour that we save okay so we can say

that this is our primary and then we will hit okay then we will see that this will create that

unit group for us okay so here now i need to jump into the advanced find because this is under the

you see this is basically a you know classical form so we won't be able to see that things here but

if i go here and i see that the training is created and if i open it here

so now we see that we have the training created here and under that we see that we have an option

for the units. So here we see that there basically we have the one hour that is basically the

the standard basic unit. Now we can define our more units here. So let's take an example. I want

to create a new unit and here I want to say day. Okay and I want to say that day one day means that

I'm going to talk about like one day means eight hours. Right so we have one hour that is the

minimum so we are going to take that this is the base unit and the fourth day we are counting is

the eight hours okay so this is our day unit that we have created similarly we can say we have week

and under that week we want to track as 40 hours and then we can take our here same the basic one

and similarly i can say like uh or let's keep it uh till that so now we have the three units that

we have the our day and peak okay so these are the unit that we will be using for selling our

dynamics 365 training okay so this is this way we can set up our units and depending on your

business scenario it can be a you know product what type of product you are using based on that

you can have this so for example if you know you work on some liquid you know things maybe you

sell something which is on can be measured on the liter so you can set up accordingly or maybe which

is something on the kilogram or pound so all these things can be set up here or maybe some packs or

you know count of the pack or you know bundle so all these things can be created using the unit

group here right so we have the unit group created for us now let's go back to the product catalog so

we have the unit group that we have created next thing there is a discount list discount list is

basically let's say when we are doing some business and we are saying that okay someone buying some

training on in bulk and we want to give them some discount okay so this is the one which is

already created here so we can see that so this has the basically the starting unit that we have

where we define that okay this is the basic uh unit that we have that we want to keep

under that units we can create that you know how much unit uh percentage you want to give like you

want to give a percentage or you want to you know give that depends on what you configure okay so

you can say that the begin quantity is this when somebody will be buying from this and between this

i will give that two percent discount okay so similarly we can create our new discounts and we

can define it and this is the basically type here so when we create new one so let's take an example

so here we have the option that either we want to say in the amount or we want to

say in the percentage okay so these things we can configure using the discount list if you want to

give discount while selling our products okay so that's that and now the next thing is the price

list so price list is basically where we define that what will be the price of our service or

product okay so here uh let's say if i'm going to create one and let's see if i'll say

i am not training there are there are dates here so these are just kind of a placeholder there's

no automation here that you know when this is going to uh you know stop working so but if you

want you can do that automation and we can place the things and we can say that when this date is

over we don't want to use this okay so but out of the box there is no validation here or any

automation is not there this is just kind of a placeholder that we can use okay so we have created

one inr training and this price list we will be using when we will be defining our product so we

have selected the currency so it may be depending on that you know uh what are your business and if

you are you know doing business into your multiple countries you can have multiple currencies

depending on that scenario you can change it okay so now we have three things we have set up the

unit group we have set up the discount list we have created our price list now let's come into the

products so we have these out of the box product that is sample product that is created here

and now we want to create our own product so let's create one product so we have different options

here so we can create different you know product family so if you want to combine you know multiple

products under one family if you have the single product you want to create you can use that if you

have you know product parts that you sale that you can also use the you know bundles then you can do

that combination of multiple you know products individual products okay so let's let uh start

from here uh you'll create a standard product here let's say i'm saying

Thank you let say i saying this is a functional training and i want to give it

product id so this is basically that you know id we want to give to our product and normally we

track it using this okay and if you have any parent product so we can select the parent product here

otherwise you can go ahead and you can select that how you will be selling your product so now

when we click here we see that what are the different unit groups that is available into

our system so i'm going to select the training first because we have created training unit group

for our products and then when you will click on this you will see all the unit that is you

know possible units available here okay so let's take an example i want to say that this function

training is like i want to say this is you know for under that day we cover it so we will select

this day as the default unit here and for the decimal i will select this too and i will save it

so you will see that here we have this two option uh that notification came here the auto publish

means this product is automatically activated so there is a setting here under the sales we can do

that we can you know set up that if you want to automatically activate the product or not

okay depending on that it will do that activation for us and then it's saying that we need to set

up the default price list okay so this price list we need to set up it saying that so let's go ahead

and let's set up the price list item for us so when we will click on this button it will open

another window which will basically you know allow us to set up the product for our pricing for our

product so we are going to say that okay we are going to use our inr training that's the price

list we have created so product automatically selected here the unit automatically came here

and the other things also came here so if you want to let's say if i'm saying that i want to give some

well discount here i selected that and then here i'm saying that how much i am going to charge it

okay so let's take an example that i'm going to say that i'm saying like 5 000 okay so this

is the amount let's say if i'm saying in i and r i will be for this one up okay

So now here this this when we created it so we can do that refresh here and then we will see that the price list item will be automatically came here

And now under that you will see that this default price list is automatically populated

So whenever you will add the first price list item, it will come here and it will be coming here

Okay. So this is the day one which I have. Let's say if I'm saying that I want to sell this on that

so i have created this one product so now let's go ahead and

similarly set up another one and let's say here i'm saying for this is for the one week

similarly i can save it and then i can go ahead and set up the price

this price so we are done and similarly here let's say for example if i want to add a product family

okay so let's say if i'm saying dynamics training okay so it's let's say i'm saying dynamics 365

training so maybe we you know want to save the training for the you know other dynamics 365

product as well and we have created that you know this is the product family we've

been able to create the dynamics 365 training here so we can do this

and now if i go here

maybe let's say i want to see demo just take an example

and then we'll click on this here so we can see that we have this options here that is coming here

if you want to set up the parent product you can set up it okay so i can configure these things here

so let's see if i'm saying training and then i want to see for webinar

now you will notice one thing here so i have created this product this time the status of

this product is draft okay so this basically depends on that if this uh the product which

is basically you know it's family this is part of the family now the parent product

if that is activated then this will be activated if that is not activated

we cannot activate this product so it's basically the hierarchy that we need to do

okay so first we need to activate this one and then after that we can activate this child product

okay so this is that i want to so if i will go here and i will say publish that is the one thing

and there is another thing here the public hierarchy so if i can also say that you know

i want to publish both the things like i want to update uh publish this complete product family so

whatever product that is coming under this family that will be automatically published okay so this

is how we can set up our products now let's go back here and let's say for example i want to

create one opportunity

and maybe let's say i'm setting some sample account here here and then

i can set this one so through the quick create i just created this opportunity and now i have clicked on that i want

to open this opportunity for the further details okay so now we have here that we can see that this

opportunity we have the basic information that we have entered that is present here

now if you will see here that we have one tab for products and this product here we have the

couple of options the first thing is the price list okay so before adding any products here if

you are using the price list you need to select it here so there is a setting as well here so

where we can define that if you want to use the price list or not okay so that can be configured

into your environment here on this organization so i'm going to select there that this is the

price list that I am going to use and after that now I can see here when I will click on this

so it will open it and it will fetch the products which is basically using the same price list so

which are the products which is configured under that price list will be visible here okay so we

can see that we have created two products under that price list now we can see here we can click

on that and i can enter the quantity like how many you know days they want so i can select this and i

can say add let's say they want this one only save to opportunity and we can see here that we got this

automatically calculated based on the price and based on the quantity it is calculating that this

will be the amount that we have here okay and you can see here on the down we have some calculated

fields which is basically it will show that detail amount this is there and because it's not under

that quantity level so it basically less than 10 so there is no discount apply but if i want to give some manual discount I can say that okay let me give some discount and I want to give two discount here two percentage discount here Okay

So if I will save it here, now you can see that the two percent discount is automatically calculated

But let's say I want to say that I want to give some more discount, something manually

writing that amount here. so if i will say that and then it will adjust that based on that as well so both the discount

applied and this is the final price that we will be charging from the customer so this is how we

can calculate the products and we can add the products now let's go ahead let's create another

so take that and then save it and i will open it now you go here again

and let's get my price list and then click on this add

now let's say if i'm saying here let's say i'm saying that i want to give them

maybe something more than that so we have that discount list applied so we can see that discount

apply now we see that we have this you know price that is based on the quantity calculated

but because it's more than 10 so the two percent discount is also calculated and automatically

detected from this amount okay so this is how we can do this price calculation and automatically

it will do the calculation for us so but again if you want to give some manual discount that

can be done from here as well okay so this is how and then let say for example we have this opportunity and you know we will go back here and let say we want to create a port from this If I click on the new port

So whatever product we have configured here that will be automatically carried out here

So we can see that we have that product available here automatically

And similarly if I will go to the next stage and I will activate this port

at any point of time if we want we can do that changes and we can add more products so let's say

for you know when we are in a process of the negotiation in the port and they want some more

products we can also add that here okay so similarly if i will create order

that same product will be automatically carried out here as well okay so this is how we can see that the all that information that is entered that is coming here

and then we have here uh as i said that uh we we have different views that is available here which

we can select to you know see the different category of that so we have different options

that we can see here like we can select all the draft one which is not activated or activated so

so under that you know if you go to the settings and there we have the business you know settings

here under that we have this option that if we want to activate the product automatically or not

Okay so depending on that this year product will be activated Okay so you may have some kind of requirements sometime like you know you are organized and based on some scenario maybe you have some approval process or you know there is some other criteria

You can do it through the code as well if required, or you can set up this automatically here

So these things are there. And once we have that, only we can use the, which are the active products that can be used

into the opportunities or any, any sales entities we can use only those are active

okay and if some some product that we are you know seeing here that we are working on that and we want

to retire it and we are not using that we can also do that retirement so this now this will be

this product will be retired and we won't be using this product anymore okay so similarly if

you want to do any changes on that so we can also use that you know different categories like

if you see let's see if you want to revise it we can do the revision okay so those those kind of

thing can be done on the product catalog okay so that that's what i wanted to cover here from that

based on our scenarios uh so rank it anything else that you see that we should cover

no mainder we are good with it okay yeah so that's what we wanted to cover so we as we have covered you know all the sales apps

earlier so we have covered the complete sales process and that was the pending topic that we

wanted to cover so we have complete uh you know now it's kind of the sales app is completed now

we will be targeting different topics on our upcoming sessions. Yeah, so stay tuned with us and keep watching our sessions and all our recordings are available on

the YouTube. You can watch there if you have not watched our earlier sessions. So share with

your friends and if you have any query, you can reach out to me and Venkata any point of time

and thank you for joining us today. Thank you very much. Thank you, everyone