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Question 33

HOTSPOT -

A company uses Dynamics 365 Sales.

The sales process must use products.

You need to create the product catalog record type.

Which record types should you create? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Hot Area:

    Correct Answer:

    Box 1: Units -

    Create a unit group and add units to that group

    Define the quantities or measurements that you sell your products or services in by using units in Dynamics 365 Sales.

    Note: Other than setting up the pricing for products, product catalog also supports product taxonomy that lets you create a rich classification of products. This helps ensure that your customers receive the most appropriate and complete solution.

    Because of how units, discounts, and prices are tied together, it's important that you create each of these components in a product catalog in the following sequence:

    1. Create discount lists to offer your products and services at different prices, depending on the quantity purchased.

    2. Define the measurements or quantities your products will be available in.

    3. Create products for the items you sell. You can create a standalone product or a product inside a family depending on how you want to organize and classify your products. Each product you create will be linked to a unit group and default unit. You can also create a standalone bundle or a bundle inside a product family.

    4. Etc.

    Dynamics 365 Sales the product catalog record type services sold to customers

    Dynamics 365 Sales the services sold to customers

    Box 2: Bundles -

    Set up product bundles to sell multiple items together (Sales Hub)

    Encourage customers to buy more products instead of a single product by combining products in a bundle.

    Reference:

    https://docs.microsoft.com/en-us/dynamics365/sales/create-product-bundles-sell-multiple-items-together

Discussion
DebajitKiran

First answer should be Products , no ?

jrsccardoso

Wrong... Products & Bundles because "Units are the quantities or measurements that you sell your products" and "A bundle is a collection of products"

virgilpza

At 1st i though Products would make more sense, but after reading https://learn.microsoft.com/en-us/dynamics365/project-operations/sales/sales-units-unit-groups I think the answer should be unit & unit groups?

Candy2002

1. Product -> For Field Service, the product can be defined as Inventory, Non-inventory & Service 2. Bundle

ArunPrem

1. Service can only be measured through quantitative means, so the answer is Units. 2. If different items sold under one SKU then it is bundles, if the same item sold with different quantities then it is Unit groups.

virgilpza

nevermind, i think the answer is correct Units & Bundles

fmontez

I think Products makes more sense, on first one.

Cloclo88

The correct answer is: 1. Products: In Dynamics 365 Sales, services to customers are sold as products. This makes it possible to manage and invoice them in the same way as physical products. 2. Bundles: Bundles are used to group more items and sell them as 1 single article (SKU). This is useful when you sell a set of products at a special price or as a packet.

Stormtreader

Its Products and then the wording is unclear as to whether its different products (bundle) or the same product (unit group) "Products : Represent the type of product that a company might keep in inventory, a product that is custom built, or service provided to a customer." "Sell individual products or group them into bundles and kits." "Unit Groups : Defines how a product is packaged for sale, such as the units of measure in which the product or service is sold."