Product Information Management Solution for Dynamics 365  CRM

Unite centralization, monitoring, and management of product database in one system! Get a customizable solution for smooth and coordinated work with your products and product categories from Microsoft-certified specialists.

Unite centralization, monitoring and management of product database in one system with our customizable solution.

Dynamics 365 Product Information Management Solution

Product Information Management - capabilities and features

Our Product Information Management solution is highly adaptable, fully configurable, and flexible.
This dynamic solution enables the centralized management of large product catalogs, reducing manual work and errors, speeding up the addition and maintenance of new products, and ensuring the accuracy and consistency of information.
With only one solution, you can improve the work processes of your product, engineering, sales, customer service, and marketing departments.
The PIM capabilities include attribute management, product categorization, product lifecycle management, cross-selling and up-selling opportunities, pricing, and localization.

Product Information Management

Storing product data in one system. Collecting and keeping specifications and documents in a convenient format

Dynamics 365 Product Information Management Solution - benefit 1

Consolidated product database

Quick access and monitoring product information or status, storing information about product changes at all stages of development

Dynamics 365 Product Information Management Solution - benefit 3

Fast product tracking

Meeting specific user needs or operational demands and easily adapting workflows, rules, or UI as business requires

Solution configurability

Managing products and product categories from their development to distribution and further analytics

Easy product management

Benefits

Product masters serve to specify product dimensions like Color, Size, Style, and Configuration.

Product masters

Product variants are products built on a product-master basis.

Product variants

The product variant model definition workspace is a place where you can access all information about the product variants and track the status of the released products.

Product variant model definition workspace

The released product maintenance workspace contains incidents about the product changes and the recently released products.

Released product maintenance workspace

Released products are products released to a specific distribution channel.

Released products

Change managed products keeps the data and the history of the product changes.

Change managed products

Product Management Solution

Product Information Management Configuration Technologies

The predefined variants are where product dimensions, such as product color, size, and style, are taken as a basis.

The dimension-based variant is usually used in manufacturing. This configuration allows bills of materials (BOM) to be used, including components that can be used for further remanufacturing and standardization.

The constraint-based variant is used in all industries. This configuration allows access to all available attributes and components to describe possible product variants.

Choosing the right configuration for your business is an important step, as it can’t be changed after the implementation. Before starting the project, we provide a detailed briefing session to identify your business needs clearly.

PIM Configuration Technologies

<ul>
<li>Products can belong to multiple product or service categories.</li>
<li>Categories have specific product features related to them.</li>
<li>Products inherit features dynamically based on which categories they're related to.</li>
</ul>

Components

<ul>
<li>Product features are attached to product feature categories to control the systematic naming and classification of product features.</li>
<li>Features can be renamed or retagged per category in which they are used.</li>
<li>Default units are set for product features per category but can be edited at the product level if necessary.</li>
<li>Reusable feature sets are used to create new product categories quickly.</li>
</ul>

Product properties

<ul>
<li>Packages are managed via package category types.</li>
<li>Packages have components such as labels that have their own characteristics.</li>
<li>The product has a packing hierarchy from which you can select inventory items, purchase items or sales items.</li>
</ul>

Packages

<ul>
<li>Product data usage rules ensure the accuracy and consistency of information.</li>
<li>The product data access rules can be defined both at the category level and at the individual product level.</li>
<li>Features can be classified and published according to their purpose, for example, in an online store, on a product card, or in other use cases.</li>
</ul>

Rules

Additional Information

The solution enhances and diversifies product information management. It organizes and manages product data with high precision, enabling multi-channel business operations and transparency.
Effective product information management improves customer service, sales, and automation. It enhances customer interaction, flexibility, and overall customer experience.
Flexible management of features and packaging allows for effective fulfillment of various sales channel requirements. The correct product information for each customer across all channels speeds up sales.
Context-based matching and substitution of products based on attributes include a quick-access menu. Well-structured product categories and feature classes improve the findability of product data in e-commerce and other systems. Customers can more easily find the right products, which can increase conversion rates and customer satisfaction.

Why You Need the PIM Solution

<ul>
<li>Prioritizing products based on clients' needs and preferences</li>
<li>Developing product offerings to customers</li>
<li>Suggesting related products or services</li>
<li>Using sales forecasts</li>
</ul>

Dynamics 365 Sales

<ul>
<li>Giving your customers complete and accurate information about the required product</li>
<li>Receiving and providing insights from customer feedback</li>
<li>Improving products based on user issues and requests</li>
</ul>

Dynamics 365 Customer Service

<ul>
<li>Monitoring the product availability</li>
<li>Tracking the product lifecycle status</li>
<li>Managing the inventory and setting up real-time stock tracking</li>
<li>Controlling relationships and improving order accuracy with the suppliers</li>
</ul>

Dynamics 365 Supply Chain Management

<ul>
<li>Synchronizing the product data with the technician inventory</li>
<li>Improving the inventory management</li>
<li>Automating service scheduling</li>
</ul>

Dynamics 365 Field Service

<ul>
<li>Using the advantages of segmented marketing for product-centric campaigns with maximized personalization</li>
<li>Analyzing customer behavior and sentiment</li>
<li>Increasing marketing performance</li>
</ul>

Dynamics 365 Customer Insights (Marketing)

<ul>
<li>Building efficient processes for the resource management</li>
<li>Cost tracking and on-time delivery</li>
</ul>

Dynamics 365 Project Operations

<ul>
<li>Automating processes quickly</li>
<li>Creating new end-to-end apps, websites and other useful solutions for multiple use cases</li>
<li>Integrating low-code solutions into the Microsoft Cloud services</li>
</ul>

Power Platform

<ul>
<li>Assisting in automating and running core business processes, uniting financials, supply chain, operations, commerce, reporting, manufacturing, and human resources activities on one platform</li>
<li>Coordinating the flow of data between a company’s business processes, providing a single source of truth</li>
</ul>

<ul>
<li>Supplying a broad range of content, services, and vendor links</li>
<li>Offering a centralized location for users to access various applications, information, and tools from varied sources</li>
<li>Integrating data from numerous sources and presenting it cohesively, allowing users and visitors to navigate and interact with the content cozily</li>
</ul>

Portals

<ul>
<li>Creating, managing, and operating large amounts of information, documents, presentations, reports, databases, and so on</li>
<li>Visualizing and analyzing Microsoft 365 usage data, making custom reports, and sharing insights</li>
<li>Producing, formatting, illustrating, or editing texts for different purposes</li>
</ul>

Microsoft tools

<ul>
<li>Mediating exchanges between content producers and their consumers</li>
<li>Enabling users to send messages, posting content, participating in group discussions</li>
<li>Selling or arranging products or services delivery</li>
</ul>

Third-party platforms

Easily connect PIM to your ERP or other systems to upgrade and optimize your business processes.
If you require implementing the Product Information Management solution into a Microsoft Dynamics 365 module or another system, book a call and talk to our Microsoft-certified consultants to explore the integration possibilities from UDS Systems.

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Product Information Management Solution for Dynamics 365 CRM