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Retire a product

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

If your organization doesn’t sell a product anymore, retire it so that the product is no longer available to your sales agents.

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. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. Click Families & Products.

  4. Open an active product, bundle, or family that you want to retire, and on the command bar, click Retire.

Typical next steps

Home button Product lifecycle--publish to retire

See Also

Set up a product catalog: Walkthrough