ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Countries



In the Sana webshop there are several places where a customer needs to select a country:

  • Creating a new account - when a customer registers in the webshop online.
  • Guest checkout - when a webshop visitor places an order without registration.
  • Create a prospect order - when a sales agent places an order on behalf of a prospect customer.
  • Shipping information - when a customer enters a custom shipping address in the shopping cart while placing an order.

In Microsoft Dynamics 365 for Finance and Operations you can set up those countries which must be shown in your webshop. Click: WebshopSetupCountry/region setup.

In the Webshop name field, select the necessary webshop. If you have multiple webshops, you can show different countries in different webshops.

For all countries that should be available in your webshop, select the Visible in webshop option and Customer template. Customer templates are customer records that should be predefined with the necessary data for each country, like currency, storage dimensions, customer group, tax information, etc. This data will be automatically copied from the customer template associated with the country to the newly registered customer, guest customer, or prospect.

 NOTE

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. In Dynamics 365 for Finance and Operations click: Organization administration > Global address book > Addresses > Address setup > State/province.


See also:

Online Customer Registration
ERP User GuideMicrosoft Dynamics 365 for Finance and Operations