Microsoft Dynamics® CRM Training

Defining Related Products

Video Details
Hi and welcome to the Success Portal by xRM. This 1 minute video will explain how to define related products in Microsoft Dynamics CRM. Defining the related products can help increase sales by helping with recommendations for up-selling and cross-selling. Related products will be displayed as suggestions during the opportunity or order management. You can define relationships as an accessory, cross-sell, or up-sell. First, navigate to the product that you would like to defined related products for, noting that must be a draft, active or under revision. Click the add product relationship icon in the product relationship section. Fill in the desired information and click save. Thank you for using the Success Portal by xRM

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