Clienteling – Empower sales associates to become trusted advisors and establish long-term relationships with customers
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| End users by admins, makers, or analysts |  Oct 21, 2019 |
Jan 1, 2020 |
Business value
Many retailers, especially high-end specialty retailers, want their sales associates to form long-term relationships with their key customers. The sales associates are expected to know their customers' likes and dislikes, purchase histories, product preferences, and important dates, such as anniversaries and birthdays. The associates need a place to capture and easily find such information.
Moreover, a retailer engages with the customer using multiple applications (for example, e-commerce for purchases, social media for sentiment tracking, Dynamics 365 Sales for presales, and Dynamics 365 Customer Service for post-sales). All this data can help with valuable customer insights that can empower the sales associate to better understand their customers and thus better meet their needs.
Feature details
Associates can use the client book to keep track of their key customers and capture additional information, such as birthdays, anniversaries, likes, and dislikes. The retailer can configure whether the captured information is private to the sales associate who manages the customer or is available to all associates. Additionally, if the retailer uses Dynamics 365 Customer Insights, the retailer will be able to choose the insights that should be displayed in the point of sale (POS). Sales associates will also be able to take notes and activities for the customer profile.
See also
Clienteling overview (docs)