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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Prospects

Salespeople can place orders on behalf of their business customers. A salesperson can also create a prospect customer and place an order on behalf of this prospect.

To allow salespeople to create prospects, the option Create prospects should be enabled in Sana Admin: Setup > Customer > Profile fields > Prospect profile. Here you can also manage the prospect profile form used in the web store to create a prospect.

For more information, see 'Profile fields'.

To create a prospect, log in to the webshop as a salesperson and on the My account page click Create a prospect order. You will see the Prospect details form where you need to enter the personal information of your prospect customer, like name and address.

Countries that are available in the Countries dropdown list are managed in Dynamics 365 Business Edition. To set up countries, choose the Search for Page or Report icon and enter Countries/Regions. Make sure that the Visible in Webshop checkbox is selected and the Customer Template Code is set for all countries that should be available in the webshop. Customer templates store the necessary data for each country which is copied to the newly created prospect. For more information, see 'Countries'.

If no customer template is available, you can create the one yourself. To create customer templates, choose the Search for Page or Report icon and enter Customer Templates.

When prospect details are entered and saved, this prospect will be automatically assigned to the salesperson. Now the salesperson can place an order on behalf of the created prospect. The ordering process for a prospect is almost the same as when a regular customer is represented. The only differences are:

  • There is no My account link for a prospect, because a prospect is not an independent customer until he or she is manually transformed to a customer, which can be done by a user in Dynamics 365 Business Edition.
  • There is no possibility to choose the shipping address on the Shipping information step for a prospect. The billing address is taken from the prospect details, which you have entered previously. The shipping address is prefilled with the billing address, but a salesperson can change it.

After the order has been completed, it is saved in Dynamics 365 Business Edition as a sales quote. The salesperson can continue working with this prospect or log out. But be aware that the prospect can be used only once, and if you log out, you will not be able to use it again or create orders for this prospect.

The user in Dynamics 365 Business Edition can create a sales order from a saved quote and a customer can be created based on the prospect.

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