ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Related Items

Substitutions are used to add similar or related products, like accessories or spare parts, and build relationships between the related products and the original product. These product relations are used for cross- and up-selling, or it can be also used to provide alternatives in case any of these products is out of stock.

Use the Item Substitution Entry window in Dynamics 365 Business Edition to manage the related items.

Open the item card and on the Navigate tab click Substitutions.

The table below provides the description of the item substitution entry fields:

Field Description
Substitute No. Select the item number of the related item.
Relation Type Enter the number of the related group in which the item should be shown. 
Sort No. Enter the sorting number, which is used to sort the related items on the product details page from left to right.

When a new relation type is made for the item, it will be shown in the webshop.

Four related items can be shown at once on the product details page.

If more related items should be added, another group of items can be created using the Relation Type field. There is no limitation to the number of groups that can be created. The name of the relation will be automatically generated based on the number of the relation type that has been entered in Dynamics 365 Business Edition. The names of the related item groups can be changed using the In-site editor.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition