Microsoft Dynamics 365 for Financials – Create a New Customer

Posted on: April 27, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

Customers are the source of a business’s income. Each customer must be registered as a customer card because they hold the information that is required to sell products to the customer. Before new customers can be added, sales codes must be set up that are selected when the customer is created. These codes include, but are not limited to payment terms, discounts, and salespeople.

 

To register a new customer, choose the Customers action on the left-hand side of the homepage to open the list of existing customers.

Dynamics 365 for Financials

 

 

 

 

In the Customers window, click +new. If only one customer template exists, then a new customer card opens with some fields filled with information from the template.

 

Dynamics 365 for Financials

 

If more than one customer template exists, then a window opens from which a customer template can be selected. In that case, choose the template to be used for the new customer card.

 

Dynamics 365 for Financials

 

Choose the OK button. A new customer card opens with some fields filled with information from the template. Proceed to fill or change fields on the customer card as necessary. Click a field to read a short description of the field or link to more information.

 

Dynamics 365 for Financials

 

Once done, exit out of the customer card, so that it is now registered, and the customer card is ready to be used on sales documents.

 

If a user wants to use this customer card as a template, choose the Save as Template button in the Actions tab of the ribbon. This feature is useful when a certain group of customers have specific attributes that are the same (e.g. most customers have a credit limit of $50,000). 

Dynamics 365 for Financials

 

The Customer Template window opens showing the customer card as a template.

Fill in the fields as necessary, just like creating a new customer card. Choose a field to read a short description of the field or link to more information.

Once finished, exit out of the template.

 

For further insight on Microsoft Dynamics 365 installation and implementation contact Logan Consulting your Microsoft Dynamics 365 Partner of Chicago.



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