{"id":7862,"date":"2025-05-06T12:39:01","date_gmt":"2025-05-06T12:39:01","guid":{"rendered":"https:\/\/sysamic.com\/?p=7862"},"modified":"2025-12-10T09:55:42","modified_gmt":"2025-12-10T09:55:42","slug":"comprehensive-guide-to-managing-b2b-business-partners-with-customer-hierarchies-in-microsoft-dynamics-365-commerce","status":"publish","type":"post","link":"https:\/\/sysamic.com\/en\/comprehensive-guide-to-managing-b2b-business-partners-with-customer-hierarchies-in-microsoft-dynamics-365-commerce\/","title":{"rendered":"Comprehensive Guide to Managing B2B Business Partners with Customer Hierarchies in Microsoft Dynamics 365 Commerce"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"7862\" class=\"elementor elementor-7862\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9d81497 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9d81497\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7d44510\" data-id=\"7d44510\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3a2f921 elementor-widget elementor-widget-image\" data-id=\"3a2f921\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"676\" src=\"https:\/\/sysamic.com\/wp-content\/uploads\/2025\/05\/handshake-6796386_1280-1024x676.jpg\" class=\"attachment-large size-large wp-image-7863\" alt=\"\" srcset=\"https:\/\/sysamic.com\/wp-content\/uploads\/2025\/05\/handshake-6796386_1280-1024x676.jpg 1024w, https:\/\/sysamic.com\/wp-content\/uploads\/2025\/05\/handshake-6796386_1280-300x198.jpg 300w, https:\/\/sysamic.com\/wp-content\/uploads\/2025\/05\/handshake-6796386_1280-768x507.jpg 768w, https:\/\/sysamic.com\/wp-content\/uploads\/2025\/05\/handshake-6796386_1280.jpg 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9fec89a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9fec89a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7a01fcf\" data-id=\"7a01fcf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3c0900f elementor-widget elementor-widget-text-editor\" data-id=\"3c0900f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">As B2B e-commerce continues to gain momentum in Japan, businesses need smarter tools to manage their growing networks of partners. Microsoft Dynamics 365 Commerce offers powerful capabilities that allow organizations to structure and streamline B2B interactions\u2014particularly through the use of customer hierarchies.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">In this blog, we explore how Japan-based businesses can leverage customer hierarchies in Dynamics 365 Commerce to manage B2B relationships effectively, automate partner onboarding, and control access across multiple e-commerce sites.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">What Are B2B Business Partners?<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">In a B2B e-commerce setup, business partners refer to client organizations and their employees or representatives who engage with your company through an online portal. These partners might include wholesalers, corporate buyers, or resellers\u2014essentially, anyone making purchases or managing accounts on behalf of a business.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Managing these relationships becomes more complex as your e-commerce footprint expands, especially when dealing with multiple users from the same company. That\u2019s where customer hierarchies come in.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Why Customer Hierarchies Matter for B2B E-commerce<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Customer hierarchies let you map out and manage the structure of each partner organization. This includes associating multiple users with a single parent company, assigning roles like Admin or User, and ensuring consistent pricing, credit terms, and permissions.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">For Japanese enterprises focused on efficiency and compliance, this structured approach is essential. It enables centralized management while allowing controlled access for individual users within partner organizations.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 1: Enable B2B Features in Dynamics 365 Commerce<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">To begin, B2B capabilities must be enabled in the Commerce headquarters:<\/span><\/p><ol style=\"margin-top:0;margin-bottom:0;padding-inline-start:48px;\"><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Go to <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Workspaces &gt; Feature Management<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">.<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Search for the <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Retail and Commerce<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\"> module.<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:14pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Enable the feature: <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Use of B2B eCommerce Capabilities<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">.<\/span><\/p><\/li><\/ol><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Once enabled, Dynamics 365 Commerce opens up new features including partner onboarding, approval flows, and automatic account linking.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 2: Automate Business Buyer Onboarding<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Dynamics allows new business buyers to self-register via your B2B e-commerce site. To streamline this:<\/span><\/p><ol style=\"margin-top:0;margin-bottom:0;padding-inline-start:48px;\"><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Enable the <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Local Identity Record and Commerce Customer Automatic Linking<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\"> feature.<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:14pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Ensure the <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">1010 (Customers)<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\"> distribution job runs before login, so email-based linking is successful.<\/span><\/p><\/li><\/ol><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">This automation ensures that once a partner submits a request, their organization and user records are automatically created and linked within the system.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 3: Define a Number Sequence for Customer Hierarchies<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Number sequences generate unique IDs for each partner organization. In Japan, where recordkeeping and traceability are crucial for compliance, this is especially important.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">To configure:<\/span><\/p><ol style=\"margin-top:0;margin-bottom:0;padding-inline-start:48px;\"><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Go to <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Retail and Commerce &gt; Number Sequences<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">.<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Create or select a number sequence.<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:decimal;font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:14pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Assign it under <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Commerce Shared Parameters &gt; Customer Hierarchy ID<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">.<\/span><\/p><\/li><\/ol><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">This step ensures every partner organization has a unique and traceable identifier.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 4: Review and Approve Partner Requests<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">When a business submits an onboarding request, it\u2019s saved as a <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">prospect<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">. An operations manager in Commerce HQ can then review and approve or reject the request.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Upon approval, Dynamics 365 creates:<\/span><\/p><ul style=\"margin-top:0;margin-bottom:0;padding-inline-start:48px;\"><li dir=\"ltr\" style=\"list-style-type:disc;font-size:10pt;font-family:'Noto Sans Symbols',sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">One Organization-type customer record (for the partner company)<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:disc;font-size:10pt;font-family:'Noto Sans Symbols',sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:14pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">One Person-type record (for the individual user)<\/span><\/p><\/li><\/ul><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">A customer hierarchy is created, linking the user to their company. The first user is assigned the Admin role, allowing them to manage their own team.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 5: Manage Roles and Access Within Hierarchies<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">As the business partner adds more users, each is assigned a User role and automatically linked to the existing customer hierarchy. This ensures:<\/span><\/p><ul style=\"margin-top:0;margin-bottom:0;padding-inline-start:48px;\"><li dir=\"ltr\" style=\"list-style-type:disc;font-size:10pt;font-family:'Noto Sans Symbols',sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Centralized invoicing and order tracking<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:disc;font-size:10pt;font-family:'Noto Sans Symbols',sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:0pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Role-based access to catalogs and pricing<\/span><\/p><\/li><li dir=\"ltr\" style=\"list-style-type:disc;font-size:10pt;font-family:'Noto Sans Symbols',sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;\" aria-level=\"1\"><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:0pt;margin-bottom:14pt;\" role=\"presentation\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Streamlined customer service operations<\/span><\/p><\/li><\/ul><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">From Commerce HQ, users can view, compare, and override property values across the hierarchy\u2014for example, ensuring all users have consistent pricing tiers.<\/span><\/p><h3 dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:2pt;margin-bottom:0pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Step 6: Control Channel-Level Access (Optional)<\/span><\/h3><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">From version 10.0.38 onwards, Japanese companies can restrict which e-commerce sites a partner can access. This is useful when managing multiple regional channels or product lines.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Administrators can associate specific B2B channels with a customer hierarchy, offering precise control over site visibility.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.295;text-align: justify;margin-top:0pt;margin-bottom:8pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Conclusion<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">For Japanese businesses operating in the competitive B2B e-commerce landscape, managing customer relationships goes far beyond individual accounts. With <\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Dynamics 365 Commerce customer hierarchies<\/span><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">, organizations can bring structure, automation, and transparency to B2B partner management.<\/span><\/p><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:14pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Whether you\u2019re onboarding a new wholesaler in Osaka or managing resellers across Tokyo and Nagoya, customer hierarchies provide the foundation to scale securely and efficiently.<\/span><\/p><p><span style=\"font-weight:normal;\" id=\"docs-internal-guid-b866582e-7fff-ecf5-3ce2-dcf221113a20\"><\/span><\/p><p dir=\"ltr\" style=\"line-height:1.2;text-align: justify;margin-top:14pt;margin-bottom:8pt;\"><span style=\"font-size:11pt;font-family:Calibri,sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Sysamic specializes in localized ERP and CRM solutions tailored for the Japanese market. Contact us today to simplify your B2B operations.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>As B2B e-commerce continues to gain momentum in Japan, businesses need smarter tools to manage their growing networks of partners. Microsoft Dynamics 365 Commerce offers powerful capabilities that allow organizations to structure and streamline B2B interactions\u2014particularly through the use of customer hierarchies. In this blog, we explore how Japan-based businesses can leverage customer hierarchies in [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"0","ocean_second_sidebar":"0","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"0","ocean_custom_header_template":"0","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"0","ocean_menu_typo_font_family":"0","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"0","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[33,18,29,19,20,34,17],"tags":[],"class_list":["post-7862","post","type-post","status-publish","format-standard","hentry","category-digital-transformation","category-d365-business-central","category-d365-finance-operations","category-dynamics-nav","category-erp-business-systems","category-market-insights-japan","category-microsoft","entry"],"acf":[],"yoast_head":"<!-- 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