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Revise a product

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

Keep the product inventory updated by quickly revising properties for the products as required, and republishing the information so that your sales agents can see the latest changes to the inventory.

Important

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. In the Product Catalog area, click Families & Products.

  4. Open an active product, bundle, or family you want to change, and on the command bar, click Revise.

    This will change the product status to Under Revision.

  5. Change the product properties, as required. More information:    Use properties to describe a product

  6. Once you’re done making the changes, on the command bar, click Publish or Publish Hierarchy.

    Tip

    If some of the information that you changed doesn’t align with the customer or business needs, revert the changes and continue with the last active version of the product. To do this, click Revert. This changes the status of the product back to Active.

Revising a family sets all the products and bundles under it to the Under Revision state.

Typical next steps

Right arrow button Retire a product

Home button Product lifecycle--publish to retire

See Also

Set up a product catalog: Walkthrough