Set up and configure on behalf of (OBO) functionality in headquarters

This article describes how to set up and configure on behalf of (OBO) functionality in Microsoft Dynamics 365 Commerce headquarters.

Add identity providers to Commerce shared parameters

First, you must add the identity provider that you created in Create and configure a Microsoft Entra application for account manager sign-in to Commerce shared parameters in Commerce headquarters.

To add identity providers to Commerce shared parameters in headquarters, follow these steps.

1. Go to Retail and Commerce > Headquarters setup > Parameters > Commerce Shared parameters > Identity Providers.

2. Under Identity providers, select Add, and then set the following fields:

   1. Issuer: Enter https://sts.windows.net/<TENANTID>/, where <TENANTID> is the ID of your Microsoft Entra business-to-business (B2B) tenant.
   2. Type: Select Microsoft Entra ID.
   3. Name: Enter a name for the identity provider.

3. Under Relying parties, select Add, and then set the following fields:

   1. ClientID: Enter the client ID of Microsoft Entra B2B application (for example, "8ff0a037-ea1e-4e04-8220-0a8dfcb4db50").
   2. Type: Select Confidential.
   3. User Type: Select Worker.

4. Under Server resource IDs, select Add, and then set the following fields:

   1. Server Resource Id: Enter https://<APPLICATIONIDURI>, where <APPLICATIONIDURI> is the ID of the Microsoft Entra B2B application (for example, "api://8ff0a037-ea1e-4e04-8220-0a8dfcb4db50".)
   2. Name: Leave this field blank.

5. On the action pane, select Save.

   

6. Go to Retail and Commerce > Headquarters setup > Distribution schedule.

7. In the left navigation menu, select the 1110 Global configuration job.

8. On the action pane, select Run Now.

Create and configure a sales group

This section describes how to associate account managers who use OBO functionality with B2B organizations.

Configure account managers in headquarters

Note

The following procedure can be skipped for account managers who already use Microsoft Entra sign-in on POS devices.

To configure account managers in headquarters, follow these steps.

1. Go to Human Resources > Workers > Employees.
2. Select an account to be configured (for example, user@adventure-works.com).
3. Select Commerce, select Associate existing identity, search for the email address associated with the account, select the account, and then select OK.
4. Go to Retail and Commerce > Headquarters setup > Distribution schedule.
5. In the left navigation pane, select the 1060 job.
6. On the action pane, select Run Now.

Create a sales group containing account managers

Next, you must create and configure a sales group in headquarters. For information about how to create sales groups, see Create a commission sales group for the worker.

Create a sales group of one or more account managers. For OBO functionality to work, the sales group must include, at a minimum, one sale representative. Assign commission percentages, if your organization assigns commissions. A commission percentage can equal 0 (zero).

Associate a sales group with a B2B buyer organization

To associate a sales group with a B2B buyer organization in headquarters, follow these steps.

1. Go to Sales and Marketing > Customers > All customers.

2. Find the customer of type Organization that must be managed by the sales group that you created (for example, "Contoso B2B"), and then select its name or account number.

   Note

   The customer of type Organization must have an address book specified in the Address book field.

3. On the Sales order defaults FastTab, under Sales group, enter the sales group ID of the sales group that you created.

4. On the action pane, select Save.

Any member of the specified sales group will now be able to work on behalf of any user in the selected customer B2B buyer organization.

In the customer hierarchy that corresponds to this customer organization (Retail and Commerce > Customers > Customer hierarchies), the sales group should now be shown as a read-only value in the Sales Groups section.

Complete the synchronization of sales representatives in headquarters

To complete the synchronization of sales representatives in headquarters, follow these steps.

1. Go to Retail and Commerce > Headquarters setup > Commerce scheduler > Initialize Commerce scheduler.
2. Set Delete existing configuration to No.
3. Set Update subjobs only to No.
4. Select OK.
5. Go to Retail and Commerce > Headquarters setup > Distribution schedule.
6. In the left navigation pane, select the 1060 job.
7. On the action pane, select Run Now.

Additional resources

Create and configure a Microsoft Entra application for account manager sign-in

Create and modify pages for on behalf of (OBO) functionality

Update Commerce headquarters with the new Microsoft Entra B2C information

Configure a worker

Enter worker information