CRM tip: How to Publish Multiple Products from CRM UI

Problem Statement:

In CRM, most organizations generally import products from other Source through Excel or other data import means. In general, we do not want to publish the product as soon as they are created because we need to set the price list and units before they are available anywhere in CRM.

If there are many products, CRM does not allow to publish all the products at once. It becomes very painful to publish each and every product.

This is unimaginable if the count is in thousands and more.

See screenshot below which suggests I cannot see the Publish option if I select more than 2 products in the view:

Pic25062017_1

Solution:

The best way to tackle this is:

  1. Create a Default Product Family (Dummy product family).
  2. Add all the products in the Dummy product Family. You can do this while importing products as well by setting the parent product as the Default Product Family.
  3. In case you already have a family and hierarchy, you can still follow this approach by setting the parent of root family as the Default Product Family.

E.g. If you have products as the following defined hierarchy:

  1. Product Family A
    1. A1
    2. A2
  • A3
    1. A31
    2. A32
  1. Product Family B
    1. B1
    2. B2

In this case, you can set the parent of “Product Family A” as Default Product Family

 

  1. Once this is done, you can now import all the products, set up pricing and units as required.
  2. This is how your Hierarchy will look like in CRM:Pic25062017_2
  3. When all the products are ready, go to the Default Product Family A
  4. On the ribbon, Select Publish –> Publish HierarchyPic25062017_3
  5. This will publish all the products in the hierarchy. Since all your products are in the hierarchy of the “Default Product Family”, all the products will be published saving A LOT of Time.

TAKE THAT CRM … You CANNOT SLOW US DOWN!!

Please post your comments below if you have any queries!!

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s