1. Equipment Rental
  2. Rental Customer Portal
  3. Managing Rental Customer Portal in D365 FO
  4. Set up D365 FO for the Rental Customer Portal

Set up customer and customer contacts in D365 FO

Users can not self-register for the Rental Customer Portal. To sign in and use the Rental Customer Portal, users must be invited from D365 FO.

To enable a customer and customer employees to use the Rental Customer Portal, in D365 FO:

  • A customer account is required which is set up to use the Rental Customer Portal.
  • The customer employees must be set up as contacts for the customer account. These contacts must be enabled to use the Rental Customer Portal.


Rental coordinator Rental coordinator Start Start Set up customer account Set up customer account Users can not self-register for the Rental Customer Portal. To sign in and use the Rental Customer Portal, users must be invited from D365 FO. To enable a customer to use the Rental Customer Portal, in D365 FO, a customer account is required which is set up to use the Rental Customer Portal.   Procedure 1. Go to Sales and marketing > Customers > All customers. 2. Sub-task: New customer account. 3. Click New. 4. Fill in the fields as desired and click Save. 5. Sub-task: Existing customer account. 6. In the list, click the link of the desired customer account. 7. In the General section, select Yes in the Portal customer field. 8. Close the page. Set up customer contact Set up customer contact Users can not self-register for the Rental Customer Portal. To sign in and use the Rental Customer Portal, users must be invited from D365 FO. To enable customer employees to use the Rental Customer Portal, in D365 FO, the customer employees must be set up as contacts for the customer account. These contacts must be enabled to use the Rental Customer Portal. As a result, for each contact, if enabled to use the Rental Customer Portal, an invitation email is sent to the defined email address. Procedure 1. Go to Sales and marketing > Customers > All customers. 2. In the list, click the link of the desired customer account. 3. Sub-task: New contact. 4. Click Contacts. 5. Click Add contacts and fill in the fields as desired. Note: For each customer account, you can set up several contacts who can use the Customer Portal. 6. Sub-task: Existing contact. 7. Click Contacts. 8. Click View contacts. 9. In the list, click the link of the desired contact. 10. Click Edit. 11. Sub-task: Set up contact for Customer Portal. 12. Select Yes in the Rental customer portal contact field. 13. In the Rental customer portal user role field, select an option. 14. Sub-task: Add contact information. 15. Expand the Contact information section. 16. Click Add. 17. In the Description field, type a value. 18. In the Type field, select 'Email address'. 19. In the Contact number/address field, enter the email address. 20. Select the Primary check box. 21. Close the page. 22. Close the page. End End

Activities

Name Responsible Description

Set up customer account

Rental coordinator

Users can not self-register for the Rental Customer Portal. To sign in and use the Rental Customer Portal, users must be invited from D365 FO.

To enable a customer to use the Rental Customer Portal, in D365 FO, a customer account is required which is set up to use the Rental Customer Portal.

 

Set up customer contact

Rental coordinator

Users can not self-register for the Rental Customer Portal. To sign in and use the Rental Customer Portal, users must be invited from D365 FO.

To enable customer employees to use the Rental Customer Portal, in D365 FO, the customer employees must be set up as contacts for the customer account. These contacts must be enabled to use the Rental Customer Portal.

As a result, for each contact, if enabled to use the Rental Customer Portal, an invitation email is sent to the defined email address.

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