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GYDE365-Design : Product Information Management Summary


Product Information Management (PIM) module is designed to centralise and manage product-related information and enable organizations to efficiently handle their product catalogs. The PIM module provides a comprehensive set of tools and features to create, update, and distribute product information across multiple sales channels.

Product Information Management module in Dynamics 365 helps organisations centralise, manage, and distribute accurate and consistent product information across various sales channels. It improves efficiency, reduces errors, enhances product visibility, and enables organisations to deliver an enriched and personalised customer experience.

Product Information Management Overview

Here are the key aspects and capabilities of the PIM module in Dynamics 365:

  1. Centralised Product Repository: The PIM module serves as a central repository for storing and managing product data. It allows you to define and maintain a comprehensive set of product attributes such as name, description, SKU, pricing, dimensions, images, videos, and other relevant information.
  2. Product Classification and Taxonomy: Dynamics 365 offers the ability to categorize and classify products based on various criteria such as product type, category, brand, and characteristics. It supports the creation of hierarchical taxonomies and facilitates efficient searching, filtering, and organizing of products.
  3. Product Versioning and Variants: The system enables you to manage different versions and variants of products. This is particularly useful when dealing with product configurations, options, and versions with different features or attributes. It allows you to track changes, manage relationships between variants, and efficiently handle product updates.
  4. Product Relationships and Cross-Selling: The PIM module supports the definition and management of relationships between products. You can establish cross-selling or upselling connections between products, recommend related products, and create product bundles or kits. This helps in promoting complementary products and improving sales opportunities.
  5. Localization and Globalisation: Dynamics 365 enables organizations to manage product information for multiple regions, languages, and markets. It provides localization capabilities to adapt product data, descriptions, and attributes to meet specific regional or language requirements. It allows for the efficient management of localized product content and specifications.
  6. Workflow and Approval Processes: The system supports workflow and approval processes for product data management. It allows you to define approval workflows for product creation, updates, and publishing. This ensures that product information goes through proper review and authorization before being made available to sales channels.
  7. Integration with Sales Channels: The PIM module facilitates seamless integration with various sales channels, including e-commerce platforms, marketplaces, point-of-sale (POS) systems, and other digital or physical sales channels. It enables the distribution of accurate and up-to-date product information to ensure consistency across all channels.
  8. Product Data Syndication: Dynamics 365 enables the syndication of product data to external systems and partners. It provides functionalities to export product information in various formats such as CSV, XML, or industry-standard formats like GS1, allowing easy integration with third-party systems or suppliers.
  9. Reporting and Analytics: The system offers reporting and analytics capabilities to gain insights into product performance, sales trends, and other key metrics. It provides pre-built reports and dashboards to monitor product data quality, identify gaps or inconsistencies, and make data-driven decisions for product management and marketing strategies.
Product Information Management Sections
  • Product information
  • Product management and compliance
  • Reporting and business documents


Review the information below to understand how the GYDE365-Design application is structured. This will allow users to navigate and complete the application content with ease and maximise the value of the Solution Design Output.

GYDE365-Design Survey

GYDE365-Design is built to empower users with an easy to navigate survey structure that identifies key requirements to influence a gold standard Dynamics 365 implementation.

The application is built using a hierarchical structure whereby each template consists of chapters, sections and questions. Prior to answering the questions, investing the time to review the help content available is invaluable to gaining the most out of the application.

Question Structure

The questions present within each section are displayed systematically. Answers to a question may trigger additional questions to appear in the survey. This provides a unique structure based upon the requirements of the end user.

Questions adopt an answer type of Grid, Numerical, String, Date or List. Each must be answered in accordance with the relative format.

The typical features found within the question format are detailed below.

Question Format

Best Practice

When navigating through a survey template, chapter, section or question within GYDE365-Design, following each recommendation detailed below will ensure the experience is optimised for the end-user and the output value is maximised.

  • Assign ownership to a user or group of users for completing each Chapter.
  • Read each question carefully and hover over the small blue question mark to receive a short informative overview.
  • Review the help URL linked to each question to establish a comfortable level of understanding prior to answering.
  • Where video links are present, follow the link to view the content, again, this will benefit users in answering each question.
  • Communicate and track correspondence using the comments functionality.
  • Highlight any gaps or functionality concerns using the additional comments text box at the end of each section.
Navigating the Help File

Each question is presented with a help file that details the context and content required to answer the question.

The help file can be found by clicking a link found on the question as demonstrated below.

Help URL

Each help file is structured into a series of titled accordions to help users navigate to the type of help they require. Each accordion can be opened and closed by selecting the arrow on the right hand side.

Select the arrows to view the content beneath each heading

All images presented within a help file can be expanded and opened within a new tab by clicking on the image.

Answering a Question of type String

How to navigate GYDE365-Design and answer a string type question.

Answering a String type question
Answering a Question of type Numerical

How to navigate GYDE365-Design and answer a numerical type question.

Answering a Numerical type question
Answering a Question of type Grid

How to navigate GYDE365-Design and answer a grid type question.

Answering a Grid type question