Configuring Customer Self Service Portals In Dynamics AX 2012

Dynamics AX | Customer Self ServiceCONFIGURING CUSTOMER SELFSERVICE The Customer Self Service Portal is a great way for you to get your customers to work for you. Rather than them calling up and asking you questions about invoices, orders, you can give them a login for the Self Service website and they can find that information themselves. Rather than having the customers call you and place orders over the phone, or having them fax in orders and you transcribe them, you can have them log in and place their own orders. In this walkthrough we will show how you can configure a customer login for the Customer Self Service website, and also configure the product catalogs so that they can place orders on-line. © 2012 Copyright Junction Solutions. All rights reserved.

Create a Customer LoginWe are using Active Directory for our authentication, so the first step in the process is to create a login for the customer. © 2012 Copyright Junction Solutions. All rights reserved.

Allow SharePoint AccessAnd in order for them to be able to access the Customer Self Services website, we need to give them user access to SharePoint. Rather than doing this byusername, we just add them to the SharePoint users group. © 2012 Copyright Junction Solutions. All rights reserved.

Add The Customer Self Service RoleWe will use the customer number as the username and link it to the Active Directory user that we just created. © 2012 Copyright Junction Solutions. All rights reserved.

Add A Customer ContactIn order for the customer to be able to place orders, we need to create a contact for the customer record. Do this from the customer accountmaintenance. © 2012 Copyright Junction Solutions. All rights reserved.

Create A User Relationship For The CustomerFinally we need to associate the login to the customer account. To do this open up the User Relations form, and create a new record. © 2012 Copyright Junction Solutions. All rights reserved.

Create A User Relationship For The CustomerYou will be able to select the contact that we just created, and link it with the user ID that we will be using to access the portal. © 2012 Copyright Junction Solutions. All rights reserved.

Create A User Relationship For The CustomerWe can now add in a customer relationship so that the user is only able to see the one customer that they are associated with. © 2012 Copyright Junction Solutions. All rights reserved.

User Can Now Log Into Customer Self ServiceNow when the user logs into the Enterprise Portal, they will be taken directly to the Customer Self Service portal, and they will be able to see all of thecontact information for the customer that they are associated with. © 2012 Copyright Junction Solutions. All rights reserved.

Configure Product CatalogThe next step is to configure the product catalog and link it to the web site. We do this from the Product Information Management menu and start off bydefining a product catalog group. © 2012 Copyright Junction Solutions. All rights reserved.

Make Product Catalog DefaultNow that we have a product catalog group, we can update the Customer Self-Service Parameters, and make it the default catalog. © 2012 Copyright Junction Solutions. All rights reserved.

Sync Images To SharePointThe final step in the process is to sync up the images from the AOT to the SharePoint site. We do that through the System Administration menu with the“Publish Images” function. © 2012 Copyright Junction Solutions. All rights reserved.

Product Catalog Now On LineNow when we got to the product catalog as the new customer that we created, they will see a product catalog to order from. © 2012 Copyright Junction Solutions. All rights reserved.

Author Information Murray Fife Senior Solutions Consultant | Junction Solutions Ph: (404) 642-7603 E-mail: mfife@junctionsolutions.com Twitter: @murrayfife SlideShare: http://www.slideshare.net/murrayfife © 2012 Junction Solutions. All rights reserved. The information herein is for informational purposes only and represents the current view of Junction Solutions as of the date of this presentation. Because Junction Solutions must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Junction Solutions, and Junction Solutions cannot guarantee the accuracy of any information provided after the date of this presentation. JUNCTION SOLUTIONS MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2012 Copyright Junction Solutions. All rights reserved.

Configuring Customer Self Service Portals In Dynamics AX 2012

by Murray Fife on Feb 14, 2012

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Configuring Customer Self Service Portals In Dynamics AX 2012 — Presentation Transcript