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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Online Customer Registration

When a customer registers in the Sana webshop online, the customer's template data is used to create a new customer in Dynamics 365 Business Edition. In the webshop on the Creating a new account page a customer enters only personal contact information, like name and address. All other data like currency, posting groups, invoice discounts is copied from the customer template to the newly registered customer. Therefore, a customer template should be created and assigned to each country available in the webshop for registration.

When a customer registers in the webshop online, a customer selects from the dropdown list the country she or he lives in. Therefore, the list of the available countries and customer templates should be configured in Dynamics 365 Business Edition.

Set up countries:

Step 1: In Dynamics 365 Business Edition choose the Search for Page or Report icon and enter Countries/Regions.

Step 2: Select the Visible in Webshop checkbox for all countries which should be available in the webshop in the Countries dropdown.

Step 3: Select the Customer Template Code for all countries which should be available in the webshop for customer registration. Customer templates should be predefined with data which will be automatically copied, when a new customer registers in the webshop.

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

Step 4: Location Code, which is used to suggest items from a particular inventory location, is copied to the newly registered customer from the template customer set on the Webshop Card. The template customer which is set on the webshop card is created in the Customers table. The location code can be set on the customer card which is used as a template, under the Shipping FastTab.

 NOTE

If you use Dynamics 365 Business Edition NA localization two more fields Tax Liable and Tax Area Code are available on the Customer Template which is set for the country and template customer which is set for the webshop. You can select the Tax Liable checkbox and enter the tax area code which is used to calculate sales taxes when ordering. When a customer registers in the webshop, tax information is copied to the newly registered customer. Both tax area codes are used, the one which is entered on the customer template set for the country and template customer set for the webshop. Tax area code entered on the template customer set for the webshop has higher priority.

In Sana Admin you can edit the registration form for those customers that register online in the webshop. You can manage the fields from your ERP system that should be used on the registration form. For more information, see 'Customer'.

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