Microsoft Dynamics 365 Business Central

Online Customer Registration

When a customer registers in the Sana webshop online, the data from a customer template assigned to a country in Microsoft Dynamics 365 Business Central is used to create a new customer. In the webshop, on the Creating a new account page, a customer enters only personal contact information, like name, address and shop account credentials.

All other data, like currency, posting groups, invoice discounts is copied from the customer template associated with the country to the newly registered customer. Therefore, customer templates must be created and assigned to each country available in your webshop for customer registration.

When a customer registers in the Sana webshop online, a customer selects the country she or he lives in. In Microsoft Dynamics 365 Business Central you must set up those countries which must be shown in your webshop and assign the necessary customer templates.

To set up countries for your webshop, choose the Search for Page or Report icon and enter Webshops. Select your webshop and on the Navigate tab, click Webshop Countries. Use the Webshop Countries window to configure the list of countries that should be shown in your webshop. For more information, see "Countries".

To create customer templates, choose the Search for Page or Report icon and enter Customer Templates.

There is also another template customer that is assigned to the webshop on the Webshop Card. This is the customer account created in the Customers table. When a customer registers in the webshop online, Location Code is automatically copied from the template customer set on the Webshop Card to the newly registered customer. Location code is used to suggest items from a particular inventory location.

Confirmation e-mails are the first line of official communication that a business has with customers once they have registered in a webshop. By creating an account in your webshop, your customers will receive the welcome e-mails. The New Shop Account e-mail template is used to send a welcome e-mail to a customer. For more information, see "E-mails".

Customer type

When a customer registers online in the webshop, a customer record will be created in Microsoft Dynamics 365 Business Central.

If you open the Customer Card in Microsoft Dynamics 365 Business Central, on the E-Commerce FastTab you can see the customer type.

• If the B2C Customer checkbox is selected, then this is the customer who registered online in the Sana webshop.
• If the B2C Customer checkbox is not selected, then this is a business customer which is created directly in Microsoft Dynamics 365 Business Central. A business customer can log in to the Sana webshop only if he or she has a shop account created by a shop administrator in Sana Admin.

You can change the customer type, if necessary. It might be useful if you want to allow your business customers to register online in the Sana webshop, for example. A customer record will be automatically created for this customer in Microsoft Dynamics 365 Business Central. Then, the Microsoft Dynamics 365 Business Central user can simply change the customer type from B2C to B2B.

Keep in mind that if you have a B2B webshop and you allow your business customers to register online, any webshop visitor will be able to register in your webshop. Thus, it's your responsibility to handle this.

Registration form

In Sana Admin, a shop administrator can allow and forbid customers to register online in the webshop, and change the customer registration form. Click: Setup > Customer > Registration fields.

You can set up those fields which a user must fill in to register in your webshop. For more information, see "Customer".