Product lifecycle--publish to retire

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

It is important to understand the complete cycle a product goes through. First you create a product and add details to it in the Draft state. When the product is ready for selling, you publish it, which puts the product in the Active state. Then, if the product changes for any reason, you can revise it so that sales agents see updated product information. When you do this, the product is set to Under Revision status. After you’ve made the required changes, publish the product again. When your organization decides to stop selling a certain product, you retire it.

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

You can also activate a product or a kit. More information: : MSDN: Publish, revise, revert, retire, and activate products (product lifecycle)

Shows the lifecycle of a product in Dynamics 365

Typical next steps

Right arrow button Publish a product or bundle to make it available for selling

Right arrow button Revise a product

Right arrow button Retire a product

Home button Set up a product catalog: Walkthrough

See Also

Classify products and bundles into product families