BBCG.05.02.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Customer Accounts (Digital)
Once we have all the controls configuration done within the Accounts Receivable area, we can start getting to the module's meat and potatoes, the Customer Accounts' configuration. Setting up all our customers may seem like a daunting task if we have a large customer base. Still, if we use the import tools and features like the Excel Add-In to tidying up your data, this isn't very hard, and regardless of if we have 100 or 10,000 customers can be a breeze to load.
This module will set up the customer groups, and then we will start adding and importing in our customer accounts.
- Changing the Customer Numbering Sequence
- Configuring Customer Groups
- Creating a new Customer Account
- Creating a Customer Import Template
- Manually updating Customer details
Series: Dynamics Companions Bare Bones Configuration Guides
Guide: Configuring Accounts Receivable within Dynamics 365 Finance
Digital: 181 pages
Publisher: Blind Squirrel Publishing (January 14, 2021)
Product Dimensions: 8.5 x 11 inches