Module 3: From Quote to Orders

Practice Lab 1 – Manage product catalog

Scenario

World Wide Importers (WWI) is looking to standardize their pricing structure and allow for easier creation of quotes, orders, and invoices with accurate pricing and product details. As a functional consultant on the Dynamics 365 for Sales implementation, you have been asked to configure the product catalog. In this lab, you will create a unit group, a price list, a discount list, and products.

Important Note: This lab will provide you with an actual Dynamics 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Dynamics 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Dynamics 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 – Product Catalog

Task 1 – Create Unit Group

In this task, you will create unit groups for the speakers.

  1. Go to your Dynamics 365 Sales Hub application.

  2. Click on Sales in the bottom of the left menu.

  3. Select App Settings.

  4. From the Product Catalog group, select Unit Groups.

  5. Click + New.

  6. Enter [my prefix] Speakers for Name, enter Each for Primary Unit, and click OK.

  7. Click Related and select Units.

  8. You will find that you only have the default unit Each now; you will add three more units. Click + Add New Unit.

  9. Enter Speaker for Name, 1 for Quantity, select Each for Base Unit, and click Save & Create New by selecting the carrot to the right of the Save and Close button.

  10. Enter Pair for Name, 2 for Quantity, select Speaker for Base Unit and click Save & Create New.

  11. Enter Set for Name, 2 for Quantity, select Pair for Base Unit and click Save.

  12. You will now have four unit groups in the list.

Task 2 – Create Discount List

In this task, you will create a Discount List for people that buy 3 or 4 speakers. The 3rd speaker will get 15% discount and 4 to 50 speakers will get a 25% discount.

  1. From the Product Catalog group, select Discount Lists.

  2. Click + New.

  3. Enter [my prefix] Quantity Discount for Name, select Percentage for Type, and click Save.

  4. Click Related and select Discounts.

  5. Click + New Discount.

  6. Make sure [my prefix] Quantity Discount is selected for Discount Type, enter 2 for Begin Quantity, 3 for End Quantity, 15 for Percentage and click Save.

  7. Click + New again.

  8. Select [my prefix] Quantity Discount for Discount Type by starting to enter in your prefix. Then enter 4 for Begin Quantity, 50 for End Quantity, enter 25 for Percentage, and click Save.

Task 3 – Create Price List

In this task, you will create a price list for the speakers.

  1. From the Product Catalog group, select Price Lists.

  2. Click + New.

  3. Enter [my prefix] Top D. Electronic for Name, select US Dollar for Currency, and click Save.

Task 4 – Create Products

In this task, you will create products.

  1. Click on the App Settings button.

  2. Select Sales.

  3. From the Collateral group, select Products.

  4. Click Add Product.

  5. Enter [my prefix] Top D. HiFi for Name, enter [myprefix]1234 for Product ID, select [my prefix] Speakers for Unit Group (you can easily find it by typing in your prefix), select Speaker for Default Unit, enter 2 for Decimals Supported, select Products for Subject (you will need to expand Query to select it), and click Save.

  6. Select the Additional Details tab.

  7. Click + New Price List Item.

  8. Select [my prefix] Top D. Electronic for Price List, select Quantity Discount for [my prefix] Discount List, select Whole for Quantity Selling Option, and select the Pricing Information tab.

  9. Enter 150 for Amount and click Save and Close.

  10. Click Publish.

  11. Confirm the publishing.

  12. In the left menu, select Products in the Collateral group.

  13. Click Add Product.

  14. Enter [my prefix] DX Power Supply for Name, enter [myprefix]4321 for Product Number, select Default Unit for Unit Group, select Primary Unit for Default Unit, enter 2 for Decimals Supported, and click Save.

  15. Select the Additional Details tab.

  16. Click + New Price List Item.

  17. Select [my prefix] Top D. Electronic for Price List, select Whole for Quantity Selling Option, and select the Pricing Information tab.

  18. Enter 120 for Amount and click Save and Close.

  19. Click Publish.

  20. Confirm the publishing.

  21. Select Products from the left menu.

  22. Click Add Product.

  23. Enter [my prefix] Top D. Comm System for Name, enter [myprefix]7894 for Product ID, select Default Unit for Unit Group, select Primary Unit for Default Unit, enter 2 for Decimals Supported, and click Save.

  24. Select the Additional Details tab.

  25. Click + New Price List Item.

  26. Select [my prefix] Top D. Electronic for Price List, select Whole for Quantity Selling Option, and select the Pricing Information tab.

  27. Enter 2500 for Amount and click Save and Close.

  28. Click Publish to publish the product.

  29. Confirm the publishing.

  30. From the left menu, select Products.

  31. The products you created should show up on the All Products, Families & Bundles view. You can switch to this view using the carrot by the default view title. You can use the search bar to search for your prefix to find your products.