Publishing Products in Dynamics CRM

Products in the CRM product catalog need to be published before they used in Quotes, Orders and in Invoices. There are several ways to publish products. Recently I wanted to import a list of products to a Dynamics CRM from another system. I imported them directly to the CRM using data import wizard but faced difficulties when publishing them in CRM. From Products view, CRM doesn’t allow to publish multiple products at once as bulk edit feature.

Publish Products under a Product Family

Select the product family and from the ribbon select Publish Hierachy. CRM will publish the product family and all the items under it such as products, bundles and kits.

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Publish Products with no Product Family

Whenever a product created in CRM, that is published(Active) automatically by enabling this setting under System Settings in CRM. But this is only applicable for the products with no product family.

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You can Publish Products programmatically using CRM SDK as well 🙂

 

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