The purpose of this article is to inform a new End User of how to get up and running with a Customer Portal or Webstore

3 Easy Steps

You can expect this step to take 3-5 minutes

Step 1: Install the BC Connector

1. Login to Business Central
2. Search for “Extension Marketplace”
   
   
3. Click to open the Extension Marketplace and then search for “commercebuild”:
   
   
4. Click the “Free Trial” button to install the commercebuild connector

Step 2: Setup your commercebuild webstore or portal in minutes

You can expect this step to take 30 minutes

Make an Appointment with a commercebuild Advisor

Using our online appointment system is the fastest way to get a commercebuild Customer Portal or Webstore built and connected to your MS Dynamics 365 Business Central system. 

During your session, one of our friendly, experienced and helpful team of Advisors will create your site, connect it to the commercebuild Connector installed in your Business Central system, and get you started on the journey towards taking your business online. 

Get Ready to Provide the Connection Credentials

During your session, you will be asked to provide details specific to your Business Central system. You can get to those details by following these steps:

1. From the “Commercebuild” menu in Business Central, click “BC System Configuration”
   
   
2. Configure settings under the headings “General”, “General Posting Setup”, and “Cash Receipt Journal Setup”
   
   
3. Get ready to provide the “BC Tenant Data” to the session host:
   1. BC Tenant Data:
      
      

Completing the Site Preparation

A commercebuild Customer Portal usually takes less time than a webstore to prepare and so completing preparation may be done during the session with your commercebuild Advisor. 

A commercebuild Webstore usually takes a little more time to setup some of the more advanced options, and so this may be done once your setup session has ended. 

Step 3: Explore your new commercebuild Site

Once your site is ready, you will be provided with your own login credentials at which point it is recommended to visit again with your Advisor for a Q&A session. It’s a great idea to record that session for you to take away and run through what you’ve learned at your own pace. 

For a Customer Portal, you will see your Sales Orders, Shipments and Sales Invoices all within your portal, and will be able to review how your customers can download PDF copies of invoices, and make payments for open invoices. 

For a Webstore, you can work with your Advisor to learn many of the basic concepts so that you can start to see your products, prices and stock availability online, add products to the cart, checkout, see shipping and payment options, place orders, and see those orders in your Business Central system. 

Your commercebuild trial site is available to you for 14 days following the successful completion of the site preparation. During that time, you can reach out to commercebuild for assistance and to answer your questions. 

Our expertise is in the implementation and support of ERP-connected eCommerce Webstores and Customer Portals. We think you will quickly see the power that bringing your Business Central based business online will deliver to your customers.