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Here we show you how to create, structure and manage webshop categories in dynamic commerce. This allows you to present your product range clearly and provide your customers with intuitive navigation in the online shop. In each webshop you can create a so-called category tree – that is, a structured overview of your products, as known from classic online shops. This tree can be up to 5 levels deep, so you can sort your items flexibly and clearly – for example, by main categories such as “Clothing” and subcategories such as “Men > Jackets > Winter Jackets”. Each category can contain any number of items. Conversely, a single item can also appear in several categories at the same time – exactly as it makes the most sense for your customers. Important: The webshop categories are independent and deliberately differ from the categories in Microsoft Dynamics 365 Business Central. No automatic synchronization takes place between these two structures. In order to be able to assign items to a category at all, webshop items must first be created.
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Step 1: Open the Webshop Language Overview

Navigate to the Webshop Languages area by entering “Webshop Language Overview” in the search.
Webshop Language Overview
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Step 2: Open Webshop Categories

Click the “Categories” fasttab in the “Settings” ribbon to open the Webshop Category overview.
Open Webshop Categories
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Step 3: Create a First-Level Category

To create a first-level category, select the “New” fasttab. The new entry is always inserted above the currently selected row. To enable quick creation and editing of a category, the category overview is already editable in the list. The categories can therefore be entered and edited directly in the list by clicking “Edit List”. In our example, we name the first-level category “Bicycle”. We recommend maintaining the search code right away by also entering “bicycle” there.Since the search code is a URL slug, only lowercase letters (a–z), numbers (0–9) and hyphens (-) are permitted. Special characters such as spaces, umlauts or punctuation marks are not allowed and must be encoded or replaced.
Create a First-Level Category
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Step 4: Activate the First-Level Category

To open the card view of the category you just created, select the category and then click the “Edit” fasttab in the “New” ribbon. Here you set the checkbox in the “General” menu item to active.
Activate the First-Level Category
Set Checkbox to Active
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Step 5: Add Text to the First-Level Category

To create an introductory text for the category, navigate to the “Appearance” fasttab in the “Navigate” ribbon. There, select the “Descriptions” menu item in the drop-down menu that opens and click the “Edit Category Excerpt” fasttab. An editor opens in which you can enter and format text. We recommend repeating the category name as a heading with the “Heading 1” style.
Add Text to the First-Level Category
Text Editor View
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Step 6: Configure Display Options

In our example, the first-level category does not contain any items but is intended to display an overview of the subcategories it contains. For this example configuration, we select the following settings in the “Display Options” menu item:
  • Show all items: do not show
  • Show subcategories: Tiles
  • Show promotional items: do not show
Configure Display Options
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Step 7: Create a Second-Level Category

Select the row below the first-level category you just created and select the “New” fasttab in the “Home” ribbon. Now you can again maintain the description and the search code of the category. In our example, we name the second-level category “Mountain Bikes”.
Create a Second-Level Category
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Step 8: Activate the Second-Level Category

Click the “Edit” fasttab again to open the card view of the category you just created. In our example, this category is at the same time a category of the last level and is therefore intended to display an overview of all the items it contains.For this example configuration, we select the following settings in the “General” menu item:
  • Active: set checkbox
  • Item sorting: Popularity
Edit Second-Level Category
Settings for Second-Level Category
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Step 9: Configure Display Options for the Second-Level Category

In our example, the second-level category is intended to display all items in a list. For this example configuration, we select the following settings in the “Display Options” menu item:
  • Show all items: List view
  • Show subcategory: do not show
  • Show promotional items: do not show
Configure Display Options for the Second-Level Category
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Step 10: Add an Image to the First-Level Category

So that a tile with an image for the subcategories can be displayed in the first-level category, now maintain an explanatory image or symbol via the “Edit Category Image” fasttab. To do this, navigate via the “Navigate” and “Appearance” ribbon to the “Category Image” fasttab. Here you can insert images in JPEG or PNG format, which are then automatically converted to the correct size.
Add an Image to the First-Level Category
Add Image in the Editor
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Step 11: Assign Items to a Category

To assign items to a webshop category, select the “Assigned Items” fasttab via the “Navigate” and “General” ribbon. The “Webshop Item Categories” list opens, which contains an overview of all items already assigned.A further item can be added via the “New” button. In this example, we take the “AeroBurner Driver”. In the “Process” fasttab, the order of the items in this list can be changed via the “Move Up” or “Move Down” buttons.If you want to assign several items to a category at once, you can do so via the “Assign Items” button in the “Actions” ribbon. Here the items can be assigned via filters on fields such as description or NAV category code.In our example, we have assigned the items to a category. It is likewise possible to assign items to a category from a webshop item card.
Assign Items to a Category
Assign Items to a Category
Assign Multiple Items to a Category
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Step 12: Adjust Category Levels

Click the “Up” and “Down” fasttabs in the “Process” ribbon to change the order of the currently selected categories within their own level.The level of the currently selected category can be changed via the “Left” and “Right” fasttabs. When you click “Left”, the category is moved up one level, and when you click “Right”, it is moved down one level.This function is particularly suitable for slightly changing the order of the categories.To move categories extensively, we recommend creating a new category at the desired position, copying the settings as well as the assigned items from the old category, and then deleting the old category.
Move Category Down One Level
Move Category Down One Level
Move Category Up One Level
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Step 13: Synchronize Webshop Category

To synchronize the categories with the webshop system, click the “Update All Categories” fasttab in the “Process” ribbon. This updates all categories that have been changed since the last update.If you only want to update a single category, use the “Update Category” fasttab.All changed categories are also automatically updated with the next full-data update.
Synchronize All Categories
Synchronize One Category

Setting Up Webshop Items

Maintain items for the webshop.

Setting Up Item Categories

Structure item categories and attributes.