Advanced Product Templates

Disruptive Advantage

Quick and easy creation of new products including all required related data


Whether your company specializes in wholesale or retail, manufacturing, or engineering, Advanced Product Templates is an innovative solution for Dynamics 365 for Operations that gives you the ability to create products within seconds, including all related data.

Advanced Product Templates enables products to be created with ease, increases efficiency and ensures data integrity.  Generates and enables full tracking and monitoring of related activities and streamlines the Integration of product data with minimal input from external systems.

Advanced Product Templates is fully integrated within Microsoft Dynamics 365 Product Information Management so that users won’t see any difference and won’t have to learn an entirely new system; it is just as intuitive to use.   Available for services, products and product masters.  Choose the data that you want to include within Product Templates including Product attributes, Default Order Settings, Product Variants, Unit conversions, item prices, BOMs and much more.

Product Cases

When creating new products with Advanced Product Templates, you can choose to trigger activities automatically, or you can opt to block the product from being used until your team completes the required actions.  During the process, a New Product Case is created, wherein all related details can be captured, and activities can be tracked.

Auto-Create Products

Using our Advanced Product Templates auto-create function streamlines integration, whilst ensuring data integrity. With a minimal amount of data from external systems in conjunction with advanced templates, products are automatically created in Dynamics 365 for Operations within seconds. This feature can also be utilized for streamlined mass loading of product data for migration purposes.

Multi-Create Groups

For manufacturers that often create groups of products using a common structure.  Multi-Create Groups is a powerful feature that enables groups of new related products to be created all at once.  Bill of Material and Formulas can be automatically created based on BOM and Formula templates, and new products can be intelligently included within the structure.

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