Product documentation
Companies often use external catalogs to source products that are not part of their core assortment. The downside of that is that this causes extra workload in finding and keeping these items up-to-date.
This situation prevents employees from accessing new items from within the systems that support the core business processes. With Dynamics Online Product Catalog, you can select products from online catalogs directly within Microsoft Dynamics 365 for Customer Engagement and use all available information with actual prices you agreed upon with your suppliers.
The solution offers you the best of both worlds; access to the extensive catalog’s data of a provider, with direct availability within your Microsoft Dynamics 365 for Customer Engagement application. Selecting products by filtering on properties, suppliers, item code or using part of a description is very user-friendly. Items from the external catalogs can be added directly as products to Customer Engagement entities, and price agreements can be stored as conditions with individual security settings.
This document describes the functional changes that have been developed in Microsoft Dynamics 365 for Customer Engagement for the solution HSO Innovation Dynamics Online Product Catalog.
While using Dynamics Online Product Catalog, you have immediate insight into the assortment of external catalogs and are able to quickly enter products, minimizing manual labor while maximizing grip on product management. Price agreements with suppliers are shown in a separate column so that for example a net purchase price of an item can visible while the higher gross price can also be presented next to it.
Obviously, sales prices are used when making a quote to a potential customer. To issue a quotation or to prepare a purchase order the selecting of multiple items is made very easy.
Supported Business Requirements
Items are collected in a selection list before you import them into your Dynamics 365 environment. The advantage is that you are able to check the list of selected items before transferring them to Dynamics 365. Removing items from the list or changing quantities can be done instantaneously.
You can choose the sales price to be either a surcharge on the cost price or you can enter the sales price manually in Dynamics 365. Within opportunities and quotations, products are always listed as sales price. Of course, in Dynamics 365 the supplier’s name and trade item ID is kept visible. You can choose the sales price to be either a surcharge on the cost price or you can
After selecting items from a supplier that was not used before, this supplier will be added to a list of active suppliers including the GLN number and the date this supplier was added. It is even possible to enable that specific users can only select items from a predefined set of suppliers, increasing the control you have regarding sourcing and purchasing of products.
Dynamics Online Product Catalog is delivered together with 2 other solutions from HSO Innovation AG.
The solution Dynamics License is always part of our solution and controls the license validation of our intellectual property.
For further explanation on how to request a license file, we refer to the topic HSO Innovation Licensing.
The solution Dynamics Customer Engagement Essentials is always part of Dynamics Online Product Catalog as well. The solution contains address location, number sequence functionality, contact salutation & addressing, auto capitalize names and some generic technical components that are re-used in other solutions. The solution requires a license in order to run correctly.
For further explanation on how to use the solution, we refer to the topic of Dynamics Customer Engagement Essentials.
| Feature | Introduced in version |
|---|---|
|
1.0 |
| Feature | Introduced in version |
|---|---|
|
2.0 |