Create a Product Family | MB-210 Exam: Microsoft Dynamics 365 Sales Functional Consultant

Create a Product Family

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Question

You are a Dynamics 365 system customizer.

You create a price list with related products.

Sales team members use the list to generate opportunities, quotes, and orders.

You need to create a product family.

What should you do?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

A.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family.

To create a product family in Dynamics 365, the customizer needs to follow the following steps:

  1. Navigate to the Product Families entity:

    • Go to Dynamics 365 Sales Hub or Dynamics 365 Customer Engagement app.
    • Select the Settings (gear) icon, and then select Advanced Settings.
    • In the left navigation pane, select Settings > Product Catalog > Product Families.

  2. Create a new product family:

    • Select New to create a new record in the Product Families entity.
    • Enter a name and description for the new product family.
    • Optionally, add a parent product family to the new product family if there is a hierarchy.
    • Save the record.

  3. Add products to the product family:

    • Open the new product family record that was just created.
    • Select the related Products subgrid.
    • Click the + icon to add a new product to the product family.
    • Select an existing product or create a new product to add to the product family.
    • Save the record.

  4. Create a unit group for use with the product family (optional):

    • If there is a need to define different units of measure for the products within the product family, a unit group can be created.
    • Navigate to the Unit Groups entity in Advanced Settings.
    • Select New to create a new unit group.
    • Enter a name and description for the unit group.
    • Add the relevant units of measure.
    • Save the record.

Therefore, based on the above steps, the correct answer for the given question would be option C, "Create a unit group for use with the product family." This is because creating a unit group would allow the customizer to define different units of measure for the products within the product family, which may be necessary depending on the product specifications. The other options are incorrect as they do not address the creation of a product family specifically or may not be necessary depending on the scenario.

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