ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Assign a Customer to a Sales Agent



Sales agents can place orders in the Sana webshop on behalf of their business customers. To allow sales agents place orders on behalf of their business customers, you need to assign a sales agent to a customer in Microsoft Dynamics 365 for Finance and Operations.

All sales agents and business customers are created and managed in Microsoft Dynamics 365 for Finance and Operations. A webshop administrator must create a shop account for a sales agent in Sana Admin: Customers > Shop accounts.

Starting from Sana 9.3.3, when you create a shop account for a sales agent in Sana Admin, you can select the representation behaviour of your sales agent.

If you enable the option Linked customers, then your sales agent can represent particular customers that you assign to the sales agent in Microsoft Dynamics 365 for Finance and Operations.

If you enable the option All customers, then your sales agent can represent all valid customers that exist in Microsoft Dynamics 365 for Finance and Operations. This sales agent can log in to the Sana webshop and represent any customer he or she needs and place an order even if this customer is not linked to the sales agent in Microsoft Dynamics 365 for Finance and Operations.

For more information how to create and manage shop accounts in Sana Admin, see "Shop Accounts".

Assign a customer to a sales agent

Sales groups are used for assigning a customer to a sales agent. Thus, before assigning a customer to a sales agent you should create a sales group and add a sales representative to this group.

Step 1: In Dynamics 365 for Finance and Operations click: Sales and marketing > Commissions > Sales groups.

Step 2: Create a commission sales group.

Step 3: Select the group and on the General tab click Sales rep.

Step 4: On the Sales rep. form you can add sales representatives to the sales group.

Step 5: Now you can assign a customer to this sales agent. To assign a customer to a sales agent, open the customer's form and on the Sales order defaults FastTab select the sales group which includes the necessary sales agent.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations