Advanced Product Templates

Efficient product creation for Dynamics 365 for Operations

For companies specializing in wholesale or retail, manufacturing, or engineering, Regularly creating products manually in Dynamics 365 with all the required related data can be a tedious and time-consuming process, and data can easily be missed.

Benefits

Advanced Product Templates provides an intuitive process to create new products in Dynamics 365 for Operations with all related data in seconds.


  • Increases efficiency
  • Ensures data integrity
  • Full tracking and monitoring of activities
  • Streamlines product integration from external systems
  • Fully integrated within Microsoft Dynamics 365

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Key Features


  • Choose the data to be included in product templates
  • Available for services, products and product masters
  • Automatically trigger new Product activities
  • Opt to block products from being used until completing required actions
  • All functions available through configuration, no development required

Product Data Integration

The solution’s Auto-Create feature streamlines integration, whilst ensuring data integrity. With minimal product data from external systems in conjunction with advanced templates, products are automatically created in Dynamics 365.


  • Easily integrate product data from external systems e.g. PDM, CRM, CPQ.
  • Intuitive mass product data migration.

More Information

Download the factsheet