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Define related products to increase sales (Dynamics 365 Sales) | MicrosoftDocs
Improve your opportunities to increase sales by adding related products as suggestions for up-sell, cross-sell, accessories, or substitutes in Dynamics 365 Sales.
10/26/2021
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Define related products to increase sales

Improve your opportunities to increase sales by adding related products as suggestions for up-sell, cross-sell, accessories, or substitutes in Dynamics 365 Sales.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

What are related products?

A related product could be an accessory, cross-sell, substitute, or up-sell. For example, for a [!INCLUDEpn_microsoft_surface] Pro product, you can add [!INCLUDEpn_microsoft_surface] Book as an up-sell product so that when your sales agent is adding [!INCLUDEpn_microsoft_surface] Pro to any opportunity, quote, order, or invoice, [!INCLUDEpn_microsoft_surface] is suggested as the up-sell option.

The related products are displayed as suggestions to your sales agents during opportunity or order management. These suggestions help your sales agents recommend related products and bundles/kits to the customers, and increase product sales.

Note

You can add related products to a product or product bundle, but not to product families.

Add related products (Sales Hub)

  1. Depending on the sales app that you're using, do one of the following:

    • If you're using the Sales Hub app,
      1. Select Change area Icon to change the work area. at the lower-left corner of the site map, and then select App Settings.
      2. In the Product Catalog area, select Families and Products.
    • If you're using the Sales Professional app,
      • Select Products from the site map.

  2. Open a product you want to define related products for. The product must be in the Draft, Active or Under Revision state.

  3. Select the Related tab, and then select Product Relationships.

    [!div class="mx-imgBorder"] Relationships option on the Related tab.

    On the Product Relationships tab, you’ll see the list of products if the product has existing related products.

  4. Select New Product Relationship.

    [!div class="mx-imgBorder"] Add New Product Relationship button on the Relationships tab.

  5. In the New Product Relationship form, enter the following details:

    • Related Product. Select a product that you want to add as a related product to the existing product record you're working on.

    • Sales Relation Type. Select whether you want to add the product as an up-sell, cross-sell, accessory, or substitute product.

    • Direction. Select whether the relationship between the products will be uni-directional or bi-directional. When you select Uni-Directional, the product that you select in Related Product will be shown as a recommendation for the existing product but not vice-versa.

  6. Select Save or Save & Close.

Note

Currently, product suggestions are not supported in the Sales Hub app.

Typical next steps

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

Home button Set up a product catalog: Walkthrough

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See also

Create a product family

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