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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Shopping Cart Suggestions

Using shopping cart suggestions you can offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in Dynamics 365 for Financials you can easily recommend certain products to a customer based on the customer's order history. Dynamics 365 for Financials uses specific rules to single out product suggestions for a customer.

For more information about how to enable shopping cart suggestions for the Sana webshop, see 'Shopping Cart Suggestions'.

In Dynamics 365 for Financials shopping cart suggestions can be configured in the Webshop Card window, on the Ordering FastTab. To open the webshop card, in the top right corner, choose the Search for Page or Report icon and enter Webshops.

The table below provides description of the shopping cart suggestions fields.

Field Description
Sorting Option This option determines which products based on the customer's order history should be shown as suggested.
  • If Counts is selected, then Dynamics 365 for Financials will look for the products which were ordered by a customer most frequently.
  • If Revenue is selected, then Dynamics 365 for Financials will return the most expensive products bought by a customer.
Lookback Years Enter the number of lookback years for Dynamics 365 for Financials to check the customer's order history.
Day Range Enter the day range within which Dynamics 365 for Financials should check the customer's order history.

Example:

Current date: 02.15.2016
Sorting Option: Counts
Lookback Years: 2
Day Range: 10

In this example Dynamics 365 for Financials will look for the most frequently bought products within last 2 years, in our case from 2014 up to 2016, and within 10 days range - 10 days before the current date and after.

Thus, the customer's order history within the time period below will be checked in Dynamics 365 for Financials, and based on this information, product suggestions will be shown to a customer in the webshop:

February 5 - 15, 2016, February 5 - 25, 2015, and February 5 - 25, 2014

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