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BBCG.07.D365.2: Configuring Product Information Management within Dynamics 365 SCM (Second Edition)

The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and how they tweaked the system to make it work perfectly. The Product Information Management area within Dynamics 365 not only allows you to manage all of the core product details.  It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures.  It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships.  If you want to add more control over the product's lifecycle then you can use the Product Change Management Cases.  All of this information is managed through this one location and then consumed within all of the other modules.

Setting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services. Before we start creating products within the Product Information Management area of Dynamics 365 Supply Chain Management, there are a couple of codes that need to be configured so that everything will run smoothly. 

Topics Covered:

  • Configuring the Controls
  • Configuring Products and Services
  • Configuring Dimensional Products
  • Configuring Categories and Attributes
  • Configuring Relationships
  • Configuring Change Management