Microsoft Dynamics AX

Online Customer Registration

When a B2C customer registers in the webshop, the template customer's data is used to create a new customer. In the webshop on the Creating a new account page a B2C customer enters only personal contact information, like name and address. All other data like currency, storage dimensions, customer group, tax information (delivery terms and sales tax group) is copied from the template customer, assigned to each available in the webshop country, to the newly registered customer. Therefore, a template customer should be created and assigned to the visible in webshop countries in Microsoft Dynamics AX.

To manage the countries:

Step 1: In Microsoft Dynamics AX click: Organization administration > Setup > Addresses > Address setup > Country/region:

Country/region

Step 2: Select the Visible in webshop check boxes of the countries which should be available in the webshop in the Countries dropdown.

Step 3: Select the Customer template for the predefined settings which will be copied to the newly registered B2C customer. The customer template which is assigned to the country is created in the All customers table.

 NOTE

Both Visible in webshop and Customer template settings have to be defined for the correct work. If you add any country that has states, for example The United States of America, check that all states of this country are present under State/province.

 NOTE

The Country/Region table is also used to configure countries that should be available when a sales agent creates a prospect. For more information, see 'Prospect Functionality and Ordering Process'.