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- Learn how to set up and manage the product catalog in Dynamics 365 Sales, including products, families, bundles, price lists, and catalog settings.
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
- You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.
In this module, you will:
- Define quote records for opportunity records
- Work a quote through its entire lifecycle
- Add and revise quote product line items
- Deliver quotes to customers
- Configure your own Dynamics 365 Sales product catalog to support a scenario for a fictional company. You'll be provided with high-level specifications on the company's business process and catalog requirements to complete this project. [!NOTE] This is a Challenge Project module where you complete an end-to-end project using high-level guidance; there are no step-by-step instructions.
In this module, you'll demonstrate your ability to:
Customize a product catalog to meet business requirements
Configure product bundles and price lists
Analyze an organization's business requirements and build your environment per specifications
