Find Similar Product Groups for Easier Sales Team Navigation

Locate Related Products

Question

You are a Dynamics 365 Sales administrator.

The sales team is having difficulty locating related products.

You need to make it easier for the sales team to find groups of products that are similar.

What should you use?

Answers

Explanations

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References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/define-related-products-increase-chances-sales.

As a Dynamics 365 Sales administrator, if you want to make it easier for the sales team to find groups of products that are similar, you should use Product families.

Product families are used to group products based on similar characteristics, such as type, category, or brand. By grouping products into families, sales representatives can more easily locate similar products and recommend them to customers.

Related products, on the other hand, are products that are often purchased together, but they may not necessarily be similar in characteristics. For example, a customer who purchases a smartphone might also want to buy a protective case and a screen protector. These items are related products, but they belong to different product families.

Product bundles are a collection of products that are sold together as a single item. For example, a computer bundle might include a computer, monitor, and keyboard, all sold together as a package.

Product unit groups are used to define the units in which a product is sold. For example, if a product is sold by the piece, by the dozen, or by the case, you can define the unit groups for each of these units.

Therefore, in this scenario, the best option would be to use Product families to make it easier for the sales team to find groups of products that are similar.