Description: Customers can have individual profiles created in D365, which can be used across all of the D365 channels available for your environment (Retail, eCommerce & Call Center). The following steps will instruct you on how to create a customer profile from the Call Center.
- Navigate to Retail and Commerce > Customers > All customers.
- Select + New to add a new customer.
- A form will pop up on the right side of the screen to enter all of the customer information. Fill in the fields highlighted in red, and fill in any other fields necessary for the business operation you are performing.
- Once completed, select Save at the bottom of the form. This will create a customer profile that can be used across all payment channels.
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