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This article describes account management pages and modules in Microsoft Dynamics 365 Commerce.
Account management refers to a group of pages that you use to manage user account–related information in Dynamics 365 Commerce. Account management pages include the account management landing page, user profile page, user address page, order history page, order details page, loyalty page, and wish list page.
Account management landing page
The account management landing page uses the following modules:
- Container - Place all account management landing page modules within a container.
- Account welcome tile – Use this module to provide a welcome message on the account management page. It includes properties for the heading.
- Account generic tile - Use this module to provide headings and links to account management pages, such as the "Order history" or "My profile" pages. The generic tile module can configure a tile for any page. In Fabrikam, use this module for "Order history" and "My profile" page links on the account management landing page.
- Account wishlist tile – Use this module to provide a summary of the items on the customer's wish list. For example, it might state, "You have 10 items in your wish list." It includes properties for the heading and the "View details" link. Configure the "View details" link to redirect to the wish list page.
- Account address tile – Use this module to provide a summary of the user's addresses. For example, it might state, "You have two addresses added to your account." It includes properties for the heading and the "View details" link. Configure the "View details" link to redirect to the user address page.
- Account loyalty tile – Use this module to display and link to loyalty program information. This tile has two states: one state shows links to join a loyalty program if the user isn't a member already. The other state shows links to view the loyalty details page when the user is already a member. Properties include the heading, the "Sign-up" link, and the "View loyalty" link. Configure the "View loyalty" link to redirect to the loyalty page. Configure the "Sign-up" link to redirect to a page where users can join the loyalty program.
Order history page
The order history page uses the order history module to show all the recent orders that the user placed. The system retrieves the orders for the time range that you define in the Days of customer history configuration of the online functionality profile.
Order details page
The order details page provides detailed information for each order and is accessed from the order history page. It uses the order details module, which requires the sales ID or transaction ID to retrieve the order details.
My profile page
The My profile page shows the user's account profile details by using the account profile module. The page shows the email address associated with the user's account, and preferences set up for the account. If you set up custom customer attributes, an Additional Information section also displays those attributes. Users can edit their name, preferences, or additional information (if available).
User address page
The User address page shows the list of addresses that are associated with the user account. The user either provided these addresses during checkout or added them directly on this page. The user address module is used to add and edit addresses, set the primary address, and render existing addresses on the page.
Wish list page
The Wish list page shows the items that the customer adds to their wish list. It uses the wish list module to render wish list items.
Loyalty page
The Loyalty page lets customers view their loyalty details if they're already loyalty program members. They can also view the points that they earned and redeemed in recent transactions. The page uses the loyalty details module to showcase the loyalty details.
To join a loyalty program, create a marketing page with the loyalty sign-up and loyalty terms modules. If the user isn't a member of a loyalty program, these modules enable the user to sign up.