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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Represent a Customer

Salespeople can place orders in the Sana webshop on behalf of their business customers. To allow salespeople place orders on behalf of their business customers, you need to assign a salesperson to a customer in Dynamics 365 for Financials.

In the top right corner, choose the Search for Page or Report icon and enter Salespeople/Purchasers. Use the Salespersons/Purchasers window to manage salespeople.

To link a customer to a salesperson, open the customer card of the customer that should be assigned to the sales person. On the General FastTab, in the Salesperson Code field, select the appropriate salesperson.

Now a salesperson can log in the webshop using the shop account created in Sana Admin, represent a customer and place an order on behalf of the business customer.

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