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If you have ever wondered how to best create product properties in Dynamics CRM 2015, then this is the blog for you! We have created a blog to showcase how Product Properties can be added to a Product Family within the Families & Products section of the Product Catalog. See the steps below to become a Product Properties wizard!

tips-and-tricks

1) Go to Settings and click on Product Catalog. Four options will be presented to you.

Creating Product Properties in Microsoft Dynamics CRM 2015

2) Select Families and Products to reach the screen below.

Creating Product Properties in Microsoft Dynamics CRM 2015

3) The status of the Product Family must be Draft or Under Revision to allow new Properties to be added. If the product family is currently in an Active Status it can be revised to allow for changes.

Creating Product Properties in Microsoft Dynamics CRM 2015

4) Once the Product Family is created and saved new Properties can be created.

Creating Product Properties in Microsoft Dynamics CRM 2015

When creating a New Property, the Property must be given a logical name. The name of the Property should define what type of information it will hold. It can be set as Read-Only, a Required field or set as Hidden. The Property must have a Data Type defined. The available options for the Property Types are:

  • Option Set
  • Decimal
  • Floating Point Number
  • Single Line of Text
  • Whole Number

 

Creating Product Properties in Microsoft Dynamics CRM 2015

 

Property Type Options

Each Property Type(s) have unique options available within setup, including the ability to set default values. Below are the available options for each type.

Option Set (the Property must be saved before Option Set Items can be added):

Creating Product Properties in Microsoft Dynamics CRM 2015

Decimal:

Creating Product Properties in Microsoft Dynamics CRM 2015

Floating Point Number:

Creating Product Properties in Microsoft Dynamics CRM 2015

Single Line of Text:

Creating Product Properties in Microsoft Dynamics CRM 2015

Whole Number:

Creating Product Properties in Microsoft Dynamics CRM 2015

When a new Product is added to the Product Family, the Properties that were setup are inherited. If the Product is not tied to a Product Family it cannot have Product Properties.

Creating Product Properties in Microsoft Dynamics CRM 2015

The ability to Override the inherited Property is allowed at the Product level.

Creating Product Properties in Microsoft Dynamics CRM 2015

The Override will allow changes to be made to the Property that were inherited from the Product Family.

Creating Product Properties in Microsoft Dynamics CRM 2015

 

Why are the Product Properties so valuable?

The Properties are carried with the Product when added to an Opportunity.

Creating Product Properties in Microsoft Dynamics CRM 2015

The Property details can be modified on the Opportunity. If the missing red asterisk is displayed, the Properties require values to be entered.

Creating Product Properties in Microsoft Dynamics CRM 2015

If the green check is displayed, the Properties do not require attention, however they can be modified if needed.

Creating Product Properties in Microsoft Dynamics CRM 2015

We hope this information on creating Product Properties was helpful. Visit our blog page for more Dynamics CRM information!

Happy CRM’ing!

 

 

 

 

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.