Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Commerce forum / Site Builder: Is it po...
Commerce forum
Suggested answer

Site Builder: Is it possible to create order templates for users/ customers?

Posted on by 100

As a B2B user, I know it's possible to create order templates when you log in to one's account.

As an admin of an organization hierarchy, is it possible to create order templates for the users in your organization?

Likewise, as a company transitioning to D365, is it possible to create order templates for all customers? The idea being that it would be an easier transition for customers to start using D365 Commerce. 

Categories:
  • Suggested answer
    P Jackson Profile Picture
    P Jackson 1,560 on at
    RE: Site Builder: Is it possible to create order templates for users/ customers?

    There is the 'on behalf of' functionality coming, which should allow a HQ user to login to the website and perform all the same tasks as a customer user. Thus would be able to create order templates. As stated above though, the sharing facility is not scheduled for a release.

  • RE: Site Builder: Is it possible to create order templates for users/ customers?

    Kurt, just a quick note that it is not a part of official 2022 Wave 2 commitment, but it is, indeed, on a roadmap and is pretty high on the priority list.

  • RE: Site Builder: Is it possible to create order templates for users/ customers?

    Thank you for your question.

    Indeed, many companies would like to share order template with all customers, and allow an admin of the organizational hierarchy to share templates with the users in their organizations. We are actively looking into providing such functionality. It is not committed yet to a specific timeframe, but it is definetely on our radar and something that we agree is important for B2B organizations.

  • MicrosoftLearne95 Profile Picture
    MicrosoftLearne95 100 on at
    RE: Site Builder: Is it possible to create order templates for users/ customers?

    Good to know. Thanks!

  • Suggested answer
    Kurt Hatlevik Profile Picture
    Kurt Hatlevik 2,061 on at
    RE: Site Builder: Is it possible to create order templates for users/ customers?

    Hi.  I have heard that  "order template sharing" is on the roadmap.  Hopefully more will be shared when the 2022 Wave 2.  

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans