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Product Catalog Entities

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

The Microsoft Dynamics CRM SDK offers entities to create a full-featured product catalog that includes support for complex pricing models. The product catalog supports many products, multiple pricing models, and complex discounting models. In addition, products can be associated with one another through "kits" or "substitute" relationships.

A product is either a physical inventory item (like lumber or a nail), or a service (like a hair cut or tree pruning) that a company sells. Products from the product catalog can be used to build quotes and orders, and can be associated with opportunities or service cases. In addition, each product can contain links to sales literature and links to information about competitors and their products. A product catalog is a collection of products with their pricing information.

Price lists contain one to many individual product prices, aggregated together into a list for categorization purposes. This enables easier maintenance and usability of the list.

Units and unit groups contain one to many types of unit of measurement descriptions, as calculated off a base unit. This schedule is then tied to one or many products. This forms the valid unit group that the product can be sold in.

Discounts enable a product to have different sales prices, depending on the quantity purchased.

A discount list is an aggregation of different discounts, specifying how much of a discount the user can receive when the purchasing amount falls between certain ranges. Discount lists can exist at each quantity level, together with detail lines that contain the quantity breakpoints, and the reduction in the price.

Pricing options are configurations that enable a business unit to control how prices are calculated within the Microsoft Dynamics CRM pricing engine. Parameters that can be configured are as follows: Quantity Selling options, Pricing Method, Rounding Policy, and Rounding Option.

The following operations can be performed on a product:

  • Create
  • Update
  • Delete (not recommended)
  • Deactivate (You should deactivate products that are no longer available instead of deleting them, because they are included in past orders, quotes, opportunities, cases, and so on.)
  • Search (either by product name or part number)

Other operations for a product:

  • Associate with an account
  • Associate with other products (as a substitute)
  • Associate with knowledge base subjects
  • Add a note or attachment
  • Associate with a kit
  • Associate with a case
  • Associate with sales literature
  • Associate with a competitor
  • Incorporate into a quote
  • Associate with a sales quota
  • Add to an invoice
  • Add to a sales order

For more information about pricing methods, see Pricing Methods.

The following illustration shows the entity relationships for this area. For more information, see Key to Entity Diagrams.

Product catalog entity model

See Also


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