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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / loyalty card sale orde...
Finance | Project Operations, Human Resources, ...
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loyalty card sale order of Call Center AX 2012

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Posted on by ghizlane 5

How can I attach a loyalty card to call center order? 

  • LePota Profile Picture
    LePota 10 on at
    RE: loyalty card sale order of Call Center AX 2012

    Frankly speaking, when neither or nor my company cannot handle some projects then I don't mind outsourcing work to professionals. That's how I started working with Salesforce. And now I'm thinking of customizing salesforce solutions to optimize my business processes.

  • Suggested answer
    ToddB Profile Picture
    ToddB on at
    RE: loyalty card sale order of Call Center AX 2012

    Hi ghizlane,

    I was able to set the Customer name in Retail >> Common >> Loyalty >> Loyalty cards:

    CustomerLoyalty.JPG

    Todd Berger

    Support Escalation Engineer / Microsoft Dynamics 365 Commerce
    North America Customer Services and Support

  • Juliet Zhu Profile Picture
    Juliet Zhu on at
    RE: loyalty card sale order of Call Center AX 2012

    Switch to order Header mode, and you will find it in General tab. Below is an example:

    pastedimage1591907458826v1.png

    Thanks,

    Juliet

  • Community Member Profile Picture
    Community Member on at
    RE: loyalty card sale order of Call Center AX 2012

    Loyalty card will be automatically filled if linked to the customer, or you may manually add it from order header.

    Juliet, great, thanks for explaining that. I think there should be some noticing information about such issues in Frequently Asked Questions as well. A lot of technical issues related to software are about it's developers. Few months ago, we've ordered this multichannel outbound call center solution and what I can say about developers and support - they are great. They always can help with such issues, and resolve any problem.

  • ghizlane Profile Picture
    ghizlane 5 on at
    RE: loyalty card sale order of Call Center AX 2012

    Hi Juliet,

    Thank you for the quick reply, can you please send me a capture to show me the filed in ax i cant find it ?

    Thanks,

  • Juliet Zhu Profile Picture
    Juliet Zhu on at
    RE: loyalty card sale order of Call Center AX 2012

    Hi ghizlane,

    Loyalty card will be automatically filled if linked to the customer, or you may manually add it from order header.

    Thanks,

    Juliet Zhu

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