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View product hierarchy

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

A product hierarchy gives you a visual snapshot of the products your organization sells. It makes it easy to see what products are available to sell and how they are connected. With this information at your fingertips, you can take whatever actions you need to on any product from a single place and improve your chances of a sale.

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

  1. Go to Sales > Products.

  2. In the list of products, open a product, product family, or bundle whose hierarchy you want to see, and on the command bar, click View Hierarchy View hierarchy button.

    You’ll see the product in a tree structure and a visual organization of all products in the hierarchy.

    The product in the hierarchy in Dynamics 365

  3. To find out more about a product, family, or bundle, click its corresponding Open this record button.

    Tip

    You can also select a product and use one of the common command bar actions on the product, family, or bundle such as Email a link or Edit.

See Also

Set up a product catalog: Walkthrough
Classify products and bundles into product families