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Configuring Customer Self Service Portals In Dynamics AX 2012

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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 …

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.

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  • 1. Dynamics AX | Customer Self Service | PortalsCONFIGURING CUSTOMER SELF SERVICEPORTALS 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. © 2013. All rights reserved.
  • 2. Create a CustomerLoginWe are using Active Directory for our authentication, sothe first step in the process is to create a login for thecustomer. © 2013. All rights reserved.
  • 3. Allow SharePointAccessAnd in order for them to be able to access the CustomerSelf Services website, we need to give them user access toSharePoint. Rather than doing this by username, we justadd them to the SharePoint users group. © 2013. All rights reserved.
  • 4. Add User ForCustomerNow we need to add the customer to the users. © 2013. All rights reserved.
  • 5. Add The CustomerSelf Service RoleWe will use the customer number as the username andlink it to the Active Directory user that we just created. © 2013. All rights reserved.
  • 6. Add The CustomerSelf Service RoleSo that they only have access to the Customer Self Serviceportal, we will give them the role of “Customer”. © 2013. All rights reserved.
  • 7. Assign A DefaultCompanyThe final step is to assign them a default company thattheir orders will be placed in. © 2013. All rights reserved.
  • 8. Add A CustomerContactIn order for the customer to be able to place orders, weneed to create a contact for the customer record. Do thisfrom the customer account maintenance. © 2013. All rights reserved.
  • 9. Add A CustomerContactWe need to make sure that the contact is linked to thecustomer through the “Contact For” field. © 2013. All rights reserved.
  • 10. Create A UserRelationship ForThe CustomerFinally we need to associate the login to the customeraccount. To do this open up the User Relations form, andcreate a new record. © 2013. All rights reserved.
  • 11. Create A UserRelationship ForThe 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 accessthe portal. © 2013. All rights reserved.
  • 12. Create A UserRelationship ForThe CustomerWe can now add in a customer relationship so that theuser is only able to see the one customer that they areassociated with. © 2013. All rights reserved.
  • 13. User Can Now LogInto Customer SelfServiceNow when the user logs into the Enterprise Portal, theywill be taken directly to the Customer Self Service portal,and they will be able to see all of the contact informationfor the customer that they are associated with. © 2013. All rights reserved.
  • 14. Customer Can ViewInvoices & OrdersThey are also able to view all of their orders and invoiceson line. © 2013. All rights reserved.
  • 15. Configure ProductCatalogThe next step is to configure the product catalog and linkit to the web site. We do this from the ProductInformation Management menu and start off by defining aproduct catalog group. © 2013. All rights reserved.
  • 16. Configure ProductCatalog GroupFrom here we will add a Product Group node which will bethe parent node for our on-line catalog. © 2013. All rights reserved.
  • 17. Configure ProductCatalog GroupOnce the group is created, we can click on the“Presentation” button and add additional details. © 2013. All rights reserved.
  • 18. Configure ProductCatalog GroupLike a thumbnail for the catalog parent. © 2013. All rights reserved.
  • 19. Configure ProductCatalog GroupThat looks good. © 2013. All rights reserved.
  • 20. Configure ProductCatalog ItemsThe next step is to create a group node that will have allof the end products listed. © 2013. All rights reserved.
  • 21. Configure ProductCatalog ItemsNow just add the child product nodes from the productmaster. © 2013. All rights reserved.
  • 22. Configure ProductCatalog ItemsNow that all of the products are added we can link it backto the parent group. © 2013. All rights reserved.
  • 23. Link Catalog ItemsWith GroupWe do this by adding the Item Node to the Group Node. © 2013. All rights reserved.
  • 24. Product CatalogHierarchy CreatedNow we have a catalog heirachy. © 2013. All rights reserved.
  • 25. Make ProductCatalog DefaultNow that we have a product catalog group, we canupdate the Customer Self-Service Parameters, and make itthe default catalog. © 2013. All rights reserved.
  • 26. Make ProductCatalog DefaultWe do that here. © 2013. All rights reserved.
  • 27. Sync Images ToSharePointThe final step in the process is to sync up the images fromthe AOT to the SharePoint site. We do that through theSystem Administration menu with the “Publish Images”function. © 2013. All rights reserved.
  • 28. Sync Images ToSharePointAll we have to do is push the button. © 2013. All rights reserved.
  • 29. Product CatalogNow On LineNow when we got to the product catalog as the newcustomer that we created, they will see a product catalogto order from. © 2013. All rights reserved.
  • 30. Placing An OrderThey can select any product and add it to their shoppingcart. © 2013. All rights reserved.
  • 31. Placing An OrderThey can view their cart and make whatever changes theymay like. © 2013. All rights reserved.
  • 32. Checking OutAnd when they check out they can update the deliveryinformation. © 2013. All rights reserved.
  • 33. Checking OutThey will see all of the latest discounts and pricing fromDynamics AX 2012. © 2013. All rights reserved.
  • 34. Order ConfirmedWhen they confirm the order they will get a confirmationnumber for the order. © 2013. All rights reserved.
  • 35. Order ImmediatelyAvailableThe next time the customer service rep looks at the orderqueue, the new sales order will show up. © 2013. All rights reserved.
  • 36. Order ImmediatelyAvailableWith all the information that was entered by thecustomer on the website… very cool. © 2013. All rights reserved.
  • 37. AboutMurray Fife

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