Order on behalf of a B2B buyer

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Commerce. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically May 26, 2023 Jul 14, 2023

Business value

This new functionality enables account managers to sign in to the B2B e-commerce website on behalf of the buyers they work with. The account manager can view all the same information as the buyer and can take actions such as adding items to the cart and placing orders. This capability is useful, for example, if a buyer experiences ordering difficulties and needs an account manager’s assistance, or if the buyer needs to complete a purchase offline.

Feature details

Account managers can sign in to the B2B e-commerce website and select a buyer organization and a buyer that they want to work on behalf of. The account manager can then view the same products, prices, promotions, and discount experience as the buyer and can add items to a cart and place orders on behalf of the buyer. This capability enables scenarios where account managers receive orders offline and must enter those orders into the system on behalf of the buyer.

An account manager selects a business partner to order on their behalf.

Account manager is placing items into the shopping cart on behalf of the business partner.

See also

Enable on behalf of OBO functionality (docs)