Microsoft Dynamics 365 for Finance and Operations

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 for Finance and Operations 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, storage dimensions, customer group, tax information (delivery terms and sales tax group) 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. Customer templates with predefined data can be created in the All customers table.

When a customer registers in the Sana webshop online, a customer selects the country he or she lives in. In Dynamics 365 for Finance and Operations you must set up those countries which must be shown in your webshop and assign the necessary customer templates. Click: Webshop > Setup > Country/region setup. For more information, see "Countries".

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".

 NOTE

A welcome e-mail is sent to a customer after registration starting from Sana 9.3.2.

Customer type

In Microsoft Dynamics 365 for Finance and Operations two customer types are available - Person and Organization.

When a customer registers online in the Sana webshop, a customer record will be created in Dynamics 365 for Finance and Operations. Click: Webshop > Common > Webshops. Select your webshop and on the General FastTab, select New customer registration type. All customers who register online in the Sana webshop will be saved to Microsoft Dynamics 365 for Finance and Operations with the selected customer type.

Depending on the customer type, different fields are available in the customer record in Microsoft Dynamics 365 for Finance and Operations. For example, if Person is used, then the customer record contains the first, middle and the last name of a customer and other information. If Organization is used, then you can enter the name of the organization.

If you open the customer record in Microsoft Dynamics 365 for Finance and Operations, on the General FastTab you can see the customer type.

• If the B2C customer option is selected, then this is the customer who registered online in the Sana webshop.
• If the B2C customer option is not selected, then this is a business customer which is created directly in Dynamics 365 for Finance and Operations. 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 Dynamics 365 for Finance and Operations. Then, the Dynamics 365 for Finance and Operations 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".