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.

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