As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will review product heirarchy.
Within Microsoft Dynamics 365 it is possible to view product families, bundles and products in a hierarchal manner.
Hierarchal information is displayed in “tiles” showing how each element of the product catalog relates to each other, it is also possible to trigger specific actions directly from the tiles. This helps users to quickly see all of the products the company sells and how they relate to each other.
The hierarchy view is opened by selecting “VIEW HIERARCHY” in the command bar or by clicking on the hierarchy icon on a product, product family or bundle.
It is also possible to access the same hierarchy view directly from the product form.
Once the hierarchy view is selected you will see a representation of the product catalog structure using tiles for each node. On the nodes you can see key information such as product name, ID, type and status.
On the left hand side of the screen we have a tree view to help navigate the structure. The “+” and “-” buttons can be used to expand or collapse “legs” of the chart.
On the screen shot above the “Canned Goods” product family has 5 tiles directly associated with it. But only four can fit on the screen. (The number of tiles that can display at once may vary depending on your screen resolution.) If this happens you will see a counter on the right hand side of the form and a “>” symbol. This can be used to move to the right to view additional products. (And of course the same happens on the left side after you’ve moved to the right!)
Clicking on the “Open window” icon will expand the view to show the full form.
It is possible to select one or more tiles and then run actions from the common bar. Including;
- EDIT – Edit the record. (Only when just one tile is selected)
- EMAIL A LINK – emails links of the current view or the selected items.
- RUN WORKFLOW – Run on demand workflows on the selected items.
- START DIALOG – Start a dialog. (Only when just one tile is selected)
- RUN REPORT – run reports on the selection.
Notice above that I am showing a product bundle called “Canned Goods Bundle (Veg)”. The bundle will be made up of a number of other products. When bundles are shown we see where they sit in the hierarchy but we don’t see the products that make up the bundle. If you need to see the contents of the bundle then open the bundle and view the “bundle products” sub grid on the form.
If you dip into the structure part way down, you might see an ^ icon that allows you to move up the tree. (As shown below.) This will allow you to navigate up the hieratical structure.
Having created your product catalog this final concept of navigating the hierarchy is pretty simple. A few minutes “Playing” with the capabilities should be all you need from a revision point of view.
For the exam you should be aware that this style of hierarchy view is available (out of the box) on other entities. Such as an account hierarchy. It is also possible to create custom hierarchies as required.
This post wraps up the section on the product catalog. As part of your revision for the MB2-717 exam I encourage you to experiment with as many of the options within the product catalog as possible. Hands on experience is important! Enjoy.