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Templates for New Product Set Up

  • 1.  Templates for New Product Set Up

    Posted Jan 13, 2020 09:30 AM
    As everyone knows, there are a multitude of fields that need to be populated for setting up new items in D365.  We are trying to develop a template for our company that shows all the fields that need to be populated.  We plan on having different forms for Raw Materials, Work-in-Process and then for Finished Goods.  Any template that you have created and would be willing to share would be greatly appreciated.

    Thanks in advance,

    Robert Grant
    Senior Director of Special Projects
    PBI Gordon Corp
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Templates for New Product Set Up

    Posted Jan 14, 2020 02:45 PM
    Hi, Robert. Instead of using templates, we have defaulted a lot of the product setup values through the Retail Product Hierarchy, and we have personalized both the Product Master and Released Product to show just the fields we need to use.
    Not sure if that would be helpful for you or not.

    Gayla Shulhan
    MEC (Mountain Equipment Co-op)
    Vancouver BC

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Templates for New Product Set Up

    Posted Jan 14, 2020 04:18 PM
    Hi Robert,

    We actually have an integration built from our home-grown product database to create/release products to D365. All the required fields are populated from our database, and then released to the required legal entities in our D365 instance. Not sure this is something applicable to your business at all, but thought I'd throw it out there.

    You could also look into building PowerApps that have those forms/fields and force the user to enter information, but you can get rid of all the noise from non-required fields? I don't have a template to share but PowerApps can directly connect to D365 and access entities and fields, some of which don't allow for "external" data entry, it has to be in the D365 UI, but I think it's worth exploring if you're looking for templates and more user-friendliness.

    As Gayla said, personalization in D365 is another option for sure, and you can share personalizations across teams too..

    Kerstin Newman
    Business Analyst
    London ON

    Academy - Online Interactive Learning from Experts

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