Today every guest customer is saved as separate account in ERP and this generates thousands of accounts never being used again - pretty busy.

Instead i propose that for guest customers one account e.g. "Guest Customer" is used and every customer is saved as new contact under this account.

This avoids creating unnecessary accounts in ERP which is pretty critical issue.

If only obstacle is returning guest customer with same e-mail then rules are simple - it creates new contact every time or option is to push order to already existing contact if all fields are filled identically. In any case contact is not something affecting ERP reports and finances so much as accounts. Having tens of thousands of guest accounts will mess up customer database in ERP sooner or later.

A customer has raised the issue today of unpaid Sales Orders being created in the system. B2C customer can get as far as the card payment screen, close the browser (or cancel the order). However because the Sales Order is created at the point of getting to the payment screen, the users processing the orders may not always be checking the order is paid and so goods are sent out for unpaid / uncompleted orders.

Our proposed solution is:

1. a new filter showing the list of unpaid orders on the Sales Order page, also visible as a column


2. Any that are status new, cancelled or blank don't get counted as demand for or against stock (e.g. planning worksheet or reservations) while payment status is sorted
   3.Orders can be deleted if payment not sorted

One of our customers is looking into preventing certain products being available to buy from customers in the EU. This would normally be achieved by Customer Assortment. However this only works if the customer has registered and is logged into the site.

They have a Guest Checkout functionality. Along with new or not logged in customers, can the Customer Assortment take this into account - if not, can that be a future enhancement to the system?

The Template Customer has a default country code GB which would allow users in the EU to add items to the basket because they were checking out as Guest or had not registered an account.

When working with variants in AX/D365FO, it can be that different products use different dimensions (config - color - style - size) and even that the values entered are not related to how the dimension is described as the values entered in a specific dimension differ from product category to product category. The reason is because you're limited in the number of dimensions one can use in ERP.

Eg. mattress articles use just 1 dimension 'Size' with value 180/200 and a pillow article uses 2 dimensions 'Size' & 'Color').

It should be possible to manage the labels of the dimensions as they're shown in Sana on the product detail page, to make them describe what is really in the dropdown entered as dimension, and this manageable per product category (eg. "Length/Width" instead of 'Size' for the mattress and "Length" for the pillow).

In that way you're not limited to what is returned from ERP and you can overwrite the labels to make them more customer-friendly.

Dynamics 365 customer insights is now available https://dynamics.microsoft.com/en-us/ai/customer-insights/ it would be ideal if any new sub account created by an shop account administrator was immediately surfaced in such a way that it can be accessed by customer insights. I believe that this would be quite easy to do and it would be a very quick "win" allowing insights to be immediately generated about whether the new sub account is being operated by a known contact within the customer organisation or whether this new account is a new contact. Obviously a new sub account could represent a person with considerable purchasing decision making influence that the business should nurture and an integration with Customer Insights would facilitate that.

BOPS - Buy online default store address so the customer does not have to manually enter.

Suggested solutions: A few ideas for a solutions are noted below:

1. Allow a user to select a store as pickup when the customer is on the item (they can use your existing store look up to find a store closest to them). This would allow for a user (customer) to select a store that offers the inventory and validate the inventory is in stock and available for pickup.




2. Another option would be to allow a user (customer) to select the mode of delivery at checkout BY item. This would allow a user to ship (and pick up) at multiple locations. Having validation at the item level for each shipping method would be a nice to have as well, as some retailer don’t carry all the same products or won’t have stock.




3. Add an option under ‘1. Shipping information’ for a customer to select ‘Store pickup’
   a. If ‘Store pickup’ is selected > the customer would then be directed to select a store (screen shot 2)
   i. The store address would automatically fill in the ship to address information and the ‘Store pickup’ delivery method would be selected automatically.