If you try to add one or more product properties to products then you will notice below enhanced user experience:
\n1. There is Preview button added on Product form
\n2. There is Revert button added on Product form after overriding and overwriting the product properties.<\/p>\n
Let us explore it more with one example.<\/p>\n
Imagine that you want to sell subscription plans, you can see below I have created product family named \u201cCRM Online Enterprise Subscription Plans\u201d in D365:<\/p>\n
Notice that I have added two properties \u201cNo. of Months\u201d and \u201cUsers\u201d properties at family level. 1. Create Product \u201cCRM Online Enterprise Subscription Plan1\u201dunder the family \u201cCRM Online Enterprise Subscription Plans\u201d as shown:<\/p>\n 2. Notice that on this product those two properties have been inherited from its product family:<\/p>\n 3. Preview button on Product:<\/strong><\/p>\n When you click on \u201cPreview\u201d button on Product that has properties, you will find the ability to preview the properties for that product, after previewing you can click on cancel button if all are correct. As shown in below screenshot:<\/p>\n 4. Override button on Product Properties:<\/strong><\/p>\n If you would like to make changes in the properties inherited from the family at product level. Then you have option of overriding.<\/p>\n For e.g. the product that comes under a \u201cCRM Online Enterprise Subscription Plans\u201d family, may have the size of users between 1-100, 100-200, and 200-500.<\/p>\n Usually, a product inside this family will inherit the same property. However, you can override the property to define the actual user size require.<\/p>\n So let say after inheriting the properties above wanted to edit the properties at product level.<\/p>\n Note:<\/strong> You can add properties to a family, bundle, or product only when they are in Draft <\/strong>or Under Revision states<\/strong>.<\/p>\n 1. Revise the Product, the status set will be Under Revision:<\/p>\n 2. Let say wanted to alter the property that inherited from its family for this product, Click on Override button product property form:<\/p>\n 3. Below confirmation popup will come:<\/p>\n 4. Once clicked on override, you can edit the property at product level, Let say wanted to add default user size for this product as 100 make this change and save.<\/p>\n The property will have default value as 100 at product level only. You can distinguish between overridden (red- tree symbol) and non-overridden (tree symbol) inherited property as shown:<\/p>\n Note:<\/strong><\/p>\n \u2022 You can override properties only for products and families that have inherited properties from the parent family. 5. Revert button on Product:<\/strong><\/p>\n At any moment you can revert the changes you just did on properties at product level. This button will appear only when Product is \u201cUnder Revision\u201d. Click on Revert button you will see below pop up:<\/p>\n When you click on confirm button the changes are reverted as you can see Default value, base Property and red colour of tree symbol removed as well:<\/p>\n 6. Overwrite button on Product Properties:<\/strong><\/p>\n Overwrite option available in following two scenarios:<\/p>\n Scenario1:<\/strong><\/p>\n 1. On inherited property record that is already overridden on product which is under revision.<\/p>\n Open the below record that we had already inherited and overridden:<\/p>\n 7. You will see Overwrite option on product property form, If in case you wanted to make additional changes:<\/p>\n 9. Once clicked on overwrite, you can edit the property at product level for any additional changes.<\/p>\n Scenario2:<\/strong><\/p>\n 10. Overwrite option available on non-inherited property record on product which is under revision: 11. You will see Overwrite option on product property form:<\/p>\n Note: At any time similar to override button functionality, after overwriting also revert button appears on Product form to revert the changes.<\/p>\n Impact on the sales process with properties:<\/strong><\/p>\n Salespeople have the ability to review and update the property values defined for the product line item throughout the sales process working with product line items on opportunities, quotes, orders and invoices!<\/p>\n Let us see the effect when I added one of the product having properties in it as Opportunity line:<\/p>\n If a salesperson want to add values in properties then open the opportunity line–> Navigate to \u201cProduct Properties\u201d tab –>Enter the number of months and number of users required –> Click on save button.<\/p>\n After saving, you will find the effect on the opportunity line as shown:<\/p>\n The same thing can be perform by clicking on \u201cEdit Properties\u2019 button on Opportunity line:<\/p>\n When clicked on \u201cEdit Properties\u2019 button salesperson can enter the number of months and number of users require and click on \u201cDone\u201d as shown in below screenshot:<\/p>\n Explored useful feature that definitely benefits the salespeople by making them more efficient when working with product line items on opportunities, quotes, orders, and invoices!<\/p>\n The product properties concept used in the product is an important feature of the Dynamics 365 Product Catlog. In this blog, we will have an overview of the new features and improvements included while using product properties in the D365 online release. Defining product properties is useful to distinguish one product from another. You can\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[2219],"class_list":["post-27416","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-product-properties"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27416","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=27416"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27416\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=27416"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=27416"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=27416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Enhanced](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/1-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n
\nWhen you create Product under the above Product family then you will see that all the properties of family inherited in Product.<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/2-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/3-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/4-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/5-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/6-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/7-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/8-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n
\n\u2022 The original inherited version of property preserved and set as \u201cBase Property\u201d as shown in above screenshot.<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/9-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/10-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/11-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/12-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a>
\n8. Below confirmation popup will come:<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/13-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n
\nThere could be scenario that Product Property directly added at Product level and not inherited from family
\nFor e.g. \u201cVersion\u201d property added for this product and is non-inherited one.<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/14-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/15-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/16-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a>
\nNotice that here \u201cRectify\u201d indicates that values are required.<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/17-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/18-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\n![\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/19-Enhanced-experience-for-Product-Properties-1.jpeg\")
<\/p>\n![\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/use-properties-describe-product\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/20-Enhanced-experience-for-Product-Properties.jpeg\")
<\/a><\/p>\nConclusion<\/h2>\n
![\"\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/c2e-3.jpg\")
<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"