Up-sell and Cross-sell Products in Dynamics 365

When selling products, you may want your salespeople to also upsell or cross-sell additional products. We will go through setting this up in Dynamics 365.

To do this, open a product and go to Product Relationships. For example, below I have a Sony TV:

The Product Relationships window opens. Note the options:

• Up-sell
• Cross-sell
• Accessory
• Substitute

First, we will select Up-sell and select a product:

Note the direction:

• Uni-directional. This applies in one direction, i.e. if buying a Sony TV, upsell to Sony 60 but not the other way around
• Bi-directional. This applies in both directions, i.e. if buying a Sony 60, upsell to Sony TV and vice versa

Publish the changes. Add the products to a price list.

Now, create a quote. Enter Sony TV as a product:

Note the suggestions link:

Note the suggestions to cross-sell, accessory, up-sell and substitute:

Select “Pick” next to the amount of the SONY 60 line to add the line to the quote:

Select Suggestions for ths product and you will see there is no up-sell as it is uni directional.

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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert