Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Exploring customer master data characteristics

The customer record has essential information that directly affects accounts receivable transactions. In the following section, we will cover the basic information that should be considered when creating a new customer record.

In order to create a new customer record, you should navigate to Accounts receivable | Customers | All customers.

On the customer list page, press Alt + N to create a new customer record. As shown in the following screenshot, the mandatory fields are Customer account, Name, Customer group, and Country/region. You can either save the entered information and complete it afterwards or go to the transaction form, whether Sales quotation, Project quotation, and/or Sales order ...