Dynamics 365 Sales: Designing and Configuring a Product Catalog

Setting up an organized, efficient product catalog is essential for any sales organization, but translating real-world business requirements into a functional CRM structure can be challenging. This text-only course guides you through the foundational concepts, terminology, and practical steps of catalog design. You will transition from understanding basic CRM product structures to confidently planning and configuring a complete catalog in Dynamics 365 Sales. By mapping realistic business processes to system configurations, you will gain the skills needed to handle complex product portfolios. What you'll learn: - Understand foundational product catalog terminology, including product families, bundles, and individual items. - Configure unit groups, price lists, and discount lists to support flexible pricing models. - Establish product relationships and suggestions to enable cross-selling and up-selling. - Apply modern catalog management best practices to ensure data integrity and ease of use. - Design a complete product catalog structure based on a fictional business scenario. This course begins with essential definitions and core structural concepts before walking you through a realistic scenario-based challenge where you will read specifications and plan your configuration step-by-step. It is designed for beginners, CRM administrators, and business analysts who are new to Dynamics 365 Sales, requiring no prior experience with database administration. Start reading today to build your confidence in managing sales data structures.