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I am brand new to Dynamics 365 for Sales.
Our members are currently using an Excel or .pdf fillable form to submit an order to us. They pay the amount shown to us using their bank accounts and so we are not taking payments--we just need to know what they are ordering (currently, we transcribe this order into Quickbooks and create an invoice when we receive payment in our bank account).
At this time we do not want to setup a store and so I am wondering what direction to even start looking in for a solution. We only sell about 25 different items.
Any advice would be greatly appreciated !
We can use the portal to do it.
Portals are websites that you can customize to provide a more personalized experience to your customers, partners, or internal employees. Portals integrate with Dynamics 365 for Customer Engagement to show data from Dynamics 365 for Customer Engagement on the portal. By using portals, you can create a variety of experiences where portal users can perform several tasks. For example:
Refer to this document to know how to get the portal: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/provision-portal
Once you've created the portal, you'll need to add the required entity forms to the portal so that your members can access the portal to submit the order, and the order content is automatically stored in D365.
Refer to this document to know how to add entity forms: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/entity-forms-custom-logic
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