Shopping Cart Suggestions

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Using shopping cart suggestions, you can offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in Microsoft Dynamics 365 for Finance and Operations you can easily recommend certain products to a customer based on the customer's order history. Dynamics 365 for Finance and Operations uses specific rules to single out product suggestions for a customer.

For more information about how to enable this functionality for your webshop, see Product Suggestions.

Set Up Shopping Cart Suggestions

In Dynamics 365 for Finance and Operations shopping cart suggestions can be configured in the Webshops window, on the Shopping cart suggestions FastTab: Webshop > Common > Webshops.

The table below provides description of the shopping cart suggestions fields.

Field	Description
Number of lookback years	Enter the number of lookback years for Dynamics 365 for Finance and Operations to check the customer's order history.
Day range within which to search	Enter the day range within which Dynamics 365 for Finance and Operations should check the customer's order history.
Sorting option	This option determines which products based on the customer's order history should be shown as suggested. If Counts is selected, then Dynamics 365 for Finance and Operations will look for the products which were ordered by a customer most frequently. If Revenue is selected, then Dynamics 365 for Finance and Operations will return the most expensive products bought by a customer.

Field

Description

Number of lookback years

Enter the number of lookback years for Dynamics 365 for Finance and Operations to check the customer's order history.

Day range within which to search

Enter the day range within which Dynamics 365 for Finance and Operations should check the customer's order history.

Sorting option

This option determines which products based on the customer's order history should be shown as suggested.

If Counts is selected, then Dynamics 365 for Finance and Operations will look for the products which were ordered by a customer most frequently.
If Revenue is selected, then Dynamics 365 for Finance and Operations will return the most expensive products bought by a customer.

Example:

Current date: 02.15.2016
Sorting option: Counts
Lookback years: 2
Day range: 10

In this example, Dynamics 365 for Finance and Operations will look for the most frequently bought products within last 2 years, in our case from 2014 up to 2016, and within 10 days range - 10 days before the current date and after.

Thus, the customer's order history within the time period below will be checked in Dynamics 365 for Finance and Operations and based on this information product suggestions will be shown to a customer in the webshop:

February 5 - 15, 2016, February 5 - 25, 2015, and February 5 - 25, 2014