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HomeSolutionsProduct Information Management (PIM)

Dynamics 365 Product Information Management Solution

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.

Product Information Management Solution for Dynamics 365 CRM

Product Information Management

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 extensive 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.

The Key Modules

Accounts in Dynamics 365 Product Management
Accounts in Dynamics 365 Product Management

Benefits

Dynamics 365 Product Information Management Solution - benefit 1
Consolidated product database

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

Dynamics 365 Product Information Management Solution - benefit 3
Fast product tracking

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
Solution configurability

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

Dynamics 365 Product Information Management Solution - benefit 3
Easy product management

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

Product Management Solution

Product masters

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

Product variants

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

Product variant model definition workspace

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.

Released product maintenance workspace

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

Released products

Released products are products released to a specific distribution channel.

Change managed products

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

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.

There are 3 configurations available:

Product Information Management Configuration Technologies

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

Product Information Management Configuration Technologies

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.

Product Information Management Configuration Technologies

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

Additional Information

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

  • Products may have common components or parts that belong to several product categories.
  • Components have their associated properties attached to them.
  • When creating a new category, ready-made components are added to the product category.
  • When creating a new product, components may be removed or added.

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

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

  • Product data usage rules ensure the accuracy and consistency of information.
  • The product data access rules can be defined both at the category level and at the individual product level.
  • 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.

Why You Need the PIM Solution

PIM Solution for Dynamics 365

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.

Dynamics 365 Product Information Management Integrations

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.

  • Prioritizing products based on clients' needs and preferences
  • Developing product offerings to customers
  • Suggesting related products or services
  • Using sales forecasts

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

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

  • Synchronizing the product data with the technician inventory
  • Improving the inventory management
  • Automating service scheduling

  • Using the advantages of segmented marketing for product-centric campaigns with maximized personalization
  • Analyzing customer behavior and sentiment
  • Increasing marketing performance

  • Building efficient processes for the resource management
  • Cost tracking and on-time delivery

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

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

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

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

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

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