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Change the parent of a product (reparenting)

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Create a product hierarchy by associating product families and products in a parent-child relationship in Dynamics 365 Sales.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Change or remove the parent of a product

When you change the parent of a product, inherited properties from the previous parent are removed from the record and its child records. For example, think of a TV that was previously classified as "Plasma." The organization decides to organize TVs as Smart and Non-Smart TVs. They decide to move it from the "Plasma" family to the "Smart TV" family. A new set of properties relating to Smart TV are added and Plasma properties are removed from the parent.

To change or remove the parent of a product

  1. Open the record for which you want to change parent.

  2. In the Parent field, select an appropriate product family.

    Screenshot of a product page with the Parent field highlighted.

  3. To remove the parent from the record, just remove the parent record from the Parent field.

Things to consider when reparenting a record:

  • Products which are re-parented can't be reverted. When a product is reparented, the properties inherited from the previous parent are lost. Thus, you can't revert the properties of the reparented product to the last active version of the product.

  • You can only select a product family as a parent.

  • You can only set product families that are in the Under Revision, Draft, or Active state as a parent.

  • You can only change or remove the parent from records that are in the Under Revision or Draft status.

  • For an Under Revision record, only an Under Revision or Active record can be selected as its parent.

  • For a Draft record, only an Under Revision, Draft, or Active record can be selected as its parent.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Set up products (Sales and Sales Hub)
Set up a product family (Sales and Sales Hub)
Troubleshoot issues with products