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Create and modify B2B pages for on behalf of (OBO) functionality

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This article describes how to create pages for on behalf of (OBO) functionality in Microsoft Dynamics 365 Commerce site builder. These pages enable account managers to sign in to a business-to-business (B2B) e-commerce website and perform operations on behalf of B2B buyers.

To enable OBO functionality in site builder, you must complete the following three procedures, as described in this article:

You might also want to complete the following optional procedure:

Create a business partner organization and a business partner user selection page

To create a business partner organization selection page in Commerce site builder, follow these steps.

  1. Go to Pages, and select New to create a new page.
  2. In the Create a new page dialog box, under Page name, enter a name for the page, and then select Next.
  3. Under Choose a template, select a template, and then select Next.
  4. Under Choose a layout, select a page layout (for example, Flexible layout), and then select Next.
  5. Under Review and finish, review the page configuration. If you must edit the page information, select Back. If the page information is correct, select Create page.
  6. In the Main slot of the new page, select the ellipsis (...), and then select Add module.
  7. In the Select modules dialog box, select the business-partners module, and then select OK.
  8. In the property pane for the module, edit the module properties. For example, enter "Select a Business Partner" as the heading.
  9. Select Save, and then select Preview to preview the page.
  10. Select Finish editing to check in the page, and then select Publish to publish it.

Configure a route for the page

To configure a route for the business partner page, follow these steps.

  1. In site builder, go to Site settings > Extensions > Routes.
  2. Under Business partner selection, select Add a link.
  3. In the Add a link dialog box, select the business partner organization that you created, and the select Apply.
  4. Select Save and publish.

Modify a B2B sign-in page so that it includes an Employee sign-in button

Note

This section is only applicable for built-in policies with an injected contents-based custom user interface (UI). If you're using built-in policies with a generic module custom UI, or with the Azure business-to-consumer (B2C) UI, you can ignore this section.

To modify a B2B sign-in page so that it includes an employee sign-in button, follow these steps.

  1. Go to Pages, and select the site's B2B sign-in page.
  2. In the Main slot of the new page, select the ellipsis (...), and then select Add module.
  3. In the Select modules dialog box, select the Sign in module, and then select OK. The system will name this second sign-in module Sign in 1.
  4. In the property pane for the module, under Sign-in heading, select Heading.
  5. In the Heading dialog box, enter "Employee sign-in", and then select OK.
  6. Select Save, and then select Preview to preview the page.
  7. Select Finish editing to check in the page, and then select Publish to publish it.

Modify the word "For" in the header (optional)

For the OBO scenario, a header should contain both the name of the account manager and the name of the buyer who's being represented. By default, the word "For" is used (for example, "Alexander For Cameron Hartnett"). You can modify or remove this word in the header.definition.json file. For more information, see Change module library static strings.

Additional resources

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

Set up on behalf of (OBO) functionality