Learn Dynamics CRM - Detailed Course - Product Catalog

In this tutorial, we'll explore the product catalog feature in Dynamics 365 Customer Engagement, and learn how to create and manage products, pricing, and discounts. We'll cover the following topics: Product Family, Product, and Product Bundle: We'll start by explaining the difference between these three concepts in the product catalog. Product Family is a group of related products, Product is an individual item that you sell, and Product Bundle is a combination of products that you sell as a package. Discount List: Next, we'll dive into creating discount lists, which allow you to apply discounts to one or more products based on certain criteria. For example, you might create a discount list for a specific customer segment, or for a particular sales campaign. Price List: We'll then cover price lists, which are used to set up different prices for your products based on various factors such as geography, customer type, or sales channel. You can create multiple price lists, and assign them to different customers or segments. Price List Item: Finally, we'll show you how to create price list items, which are used to associate a specific product with a price list. We'll explain how to set up different pricing options such as flat price, percentage discount, or markup. By the end of this tutorial, you'll have a good understanding of the product catalog feature in Dynamics 365 Customer Engagement, and be able to create and manage your own product catalog. Whether you're a salesperson, marketer, or business owner, this tutorial will help you streamline your sales processes and provide accurate pricing information to your customers. Table of Contents: 00:00 - Introduction 00:09 - How : What and When - Product Catalog 00:23 - Dynamics is not inventory managment 01:10 - Product family : Unit Groups 09:13 - Interfaces for Product Catalog 11:03 - Product Enhanced View 12:45 - Modifying Product View in Dynamics 16:13 - Managing Units Groups 17:04 - Manging Product and Product Family 19:02 - Adding Product Properties 24:10 - Adding a new product to catalog 25:10 - Explanation to multiple types of cost 30:40 - Associating Products to Multiple Price 33:05 - Discount List In Dynamics CRM 35:12 - Opportunity Creation with Products 36:13 - Associating Pricelist with products 36:52 - Publishing a Product 38:30 - Revenue Calculation 40:05 - Using more than one Price List 41:12 - Offering Percentage Discount