1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent Customer Portal
  3. Working with the DynaRent Customer Portal
  4. Use the DynaRent Customer Portal

View organization details

You can use the 'My organization' page to view your organization's information as known to the rental company.

If you have the 'Maintain' or 'Admin' user role, you can create a request to change to organization information.


Rental contact Rental contact Start Start View organization details View organization details You can use the 'My organization' page to view your organization's information as known to the rental company. Procedure 1. Sign in to the DynaRent Customer Portal. 2. Click 'More', 'My organization'. Notes Fields of the 'My organization' page: Field Description Customer account The rental company’s customer account identification for your company. Main phone Your main phone number as known to the rental company. Language Your organization’s language as known to the rental company. Address Your organization’s address as known to the rental company. Customer group The identification of the group of customers to which your organization belongs, as defined by the rental company. Payment terms The terms of payment that apply to your organization. Payment method The payment method of your organization. Create case? Create case? Request change to organization information Request change to organization information If you have the 'Maintain' or 'Admin' user role, you can create a request to change to organization information. The default case description consists of: The rental company’s customer account identification for your company. Case type. Procedure 1. Sign in to the DynaRent Customer Portal. 2. Click 'More', 'My organization'. 3. Click 'Request change'. 4. If desired, change the default description. 5. In the Notes field, enter detailed information. 6. Click Submit. End End Yes No

Activities

Name Responsible Description

View organization details

Rental contact

You can use the 'My organization' page to view your organization's information as known to the rental company.

Request change to organization information

Rental contact

If you have the 'Maintain' or 'Admin' user role, you can create a request to change to organization information.

The default case description consists of:

  • The rental company’s customer account identification for your company.
  • Case type.

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