Microsoft Dynamics® CRM Training
View Product, Family, or Bundle Hierarchy
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Hi, and welcome to the Success Portal by XRM. This video will explain how to view a product, family or bundle hierarchy in Microsoft Dynamics CRM. A hierarchy is an easy way to get a visual of what is available, and how it is connected to the other products, families and bundles, increasing the ease of upselling and cross-selling. Navigate to Sales, then Products, and choose the desired product, family or bundle, and click View Hierarchy in the command bar. When the hierarchy visual appears, you can click Open this record to find out more about any product, family or bundle. Thank you for using the Success Portal by XRM.