Select this check box to enable the following features for call center users in the Sales order form: Click Retail > Setup > Parameters > Retail Email notification profile. You can set up email notification profiles in Retail. The profile that contains the email templates that are used by the call center. The warehouse to use for the call center. Set the following additional fields on the General FastTab. On the General FastTab, enter a name for the call center. On the Action Pane, in the New group, click Call center. To create a new call center, follow these steps.Ĭlick Retail > Common > Retail channels > Call centers. For more information, see About setting prices by using price groups. For more information, see Set up info codes. The call center is added to this hierarchy during the call center setup process. For more information, see Create or modify an organization hierarchy. The following table shows the prerequisites that must be in place before you start.Ĭreate an organizational hierarchy. For information about these setup tasks, see the links at the end of this topic. For more information about each feature, see the relevant topic in Setting up and maintaining Call center and Working with Call center.Īfter you create a call center, you can configure call center parameters and set up a catalog. Most of these features require additional setup before they can be used. When you enable these features in the call center settings, they are available in the Sales order form for users who are associated with the call center. Price control – This group includes features that are related to pricing options in the Sales order form. Order completion – This group includes features that are related to payments and order completion in the Sales order form.ĭirected selling – This group includes features that are related to source codes, scripts, and catalog requests. The following three groups of features can be enabled: The Call center form can also be used to enable or disable groups of features that are unique to call centers. You can configure these options when you create the call center.
#Callcenter in how to
This topic describes how to create a call center and configure call center options.Įach call center can have its own users, payment methods, price groups, financial dimensions, and modes of delivery. In call centers, workers take customer orders over the phone and create sales orders.
Microsoft Dynamics AX 2012 for Retail supports multiple retail channels, such as online stores, online marketplaces, brick-and-mortar stores, and call centers. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.
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