What should you do for each scenario?

HOTSPOT

A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.

You need to add a new flavor to the product catalog.

What should you do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

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Answer:

Explanation:

Scenario 1: Adding a New Flavor to the Product Catalog

The bakery develops new bread flavors regularly, and these flavors are variations of an existing product (bread).

In Dynamics 365, product properties are used to define characteristics or options of a product, such as flavors, sizes, or colors. Since the bread flavors are variations, they can be treated as product properties rather than separate products.

By creating a product property, you can add new flavors as options under the existing bread product, allowing flexibility without altering the core product structure.

Reference: Microsoft Documentation – Define Product Properties in Dynamics 365

Steps to Create a Product Property:

Go to Sales > Product Catalog > Products.

Open the existing product (bread) and navigate to Product Properties.

Add a new property (flavor) and define the possible values (e.g., new flavors).

Save and publish the product with the updated properties.

Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity

When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.

Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.

This approach leverages product properties, ensuring that the change is streamlined and does not require re-adding or modifying the core product.

Reference: Microsoft Documentation – Configure Products in Opportunities in Dynamics 365

Steps to Select a New Flavor in the Opportunity Product:

Open the specific opportunity record in Dynamics 365.

Navigate to the product line items and select the bread product.

In the product properties, update the flavor to the new option as required.

Save the changes to ensure the opportunity reflects the new flavor selection.

These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.