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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Countries

In the Sana webshop there are few places where a country should be selected:

  • Creating a new account - when a customer registers in the webshop online.
  • Guest checkout - when a webshop visitor places an order without registration.
  • Create a prospect order - when a sales agent places an order on behalf of a prospect customer.
  • Shipping information - when a customer enters a custom shipping address in the shopping cart while placing an order.

Availability of countries that are shown in the webshop can be configured in Dynamics 365 Business Edition. Use the Countries/Regions window in Dynamics 365 Business Edition to configure the list of countries that should be shown in the webshop. To open the Countries/Regions window choose the Search for Page or Report icon and enter Countries/Regions.

For all countries that should be available in the webshop select the Visible in Webshop checkbox and the Customer Template Code. Customer templates should be predefined with the necessary data for each country which will be automatically copied to the newly registered customer or created prospect.

To create a new customer template, choose the Search for Page or Report icon and enter Customer Templates.

See also:
Online Customer Registration
Guest Checkout
Prospects

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