At the heart of every trading company is its catalog. Before a single item can be purchased, stocked, sold, or manufactured, it must first exist within the system as a properly defined product. For the Waterdeep Trading Company, the Product Information Management module in Dynamics 365 Supply Chain Management is where every enchanted backpack, barrel of ale, and spellcasting service takes shape as a managed, transactable record.

Product configuration is the bridge between what a company sells and how the system handles it. It determines how items are tracked across warehouses, how variants are managed, how attributes enrich the catalog, how relationships between products drive better sales, and how changes are governed with accountability. Greta Ironfist knows that a poorly defined product creates chaos downstream, from incorrect inventory counts to mispriced orders and unreliable reports. These labs ensure that every product in the catalog is defined with the precision, flexibility, and structure that a growing trading empire demands.

What You Will Learn in This Guide

Product Management Controls:  Establish the foundational rules for product tracking and measurement by configuring storage dimension groups, tracking dimension groups, and units of measure. These controls determine how inventory is tracked across sites, warehouses, and locations, and how goods are quantified and converted.

Products and Services:  Create and manage the core product catalog, including new products, bulk imports using DIXF, service items, product templates, inline grid edits, and mass updates through Excel integration.

Dimensional Products:  Manage items that come in multiple variations using product dimension groups, product masters, dimension values, and released variants. This approach keeps master data lean while ensuring every variant can be stocked, purchased, priced, and sold with precision.

Categories and Attributes:  Enrich product data with attributes and organize items into logical categories. This module covers product attributes, attribute groups, category hierarchies, hierarchy roles, and category attribute group maintenance.

Product Relationships:  Create meaningful connections between catalog items to support upselling, cross-selling, and substitution. This module covers accessories, frequently bought together items, alternatives, spare parts, and upsell relationships.

Change Management:  Govern product modifications through a structured, auditable process. This module covers product change case categories and product change request cases, ensuring that every catalog update is documented, reviewed, and approved.

By completing these labs, we will have built a comprehensive product catalog for the Waterdeep Trading Company, one that is precise enough for warehouse operations, flexible enough for growing trade, and rich enough for meaningful reporting across the Realms.