Creating a New Customer in Dynamics 365 for Financials - Project Madeira

Transcripts

0:02 in this session we're going to walk through the process of creating a new

0:15 customer from the home page click on customers

0:20 this will open a list of all existing customers in the system

0:26 you can use the magnifying glass to find an existing customer to confirm that

0:30 they currently exist if they don't we need to add a new customer

0:35 so I'm going to click on the new button on the top of the list

0:38 the system automatically as assigned

0:42 d 00040 as my new customer number for this customer

0:48 for more information on how the system assigns and uses number series

0:55 please refer to our separate video on using and managing number series

1:02 so I'm going to begin typing in the information for my new customer

1:11 so i'll type in the customers name

1:15 perhaps I have to fill in a credit limit some additional fields for financial

1:22 management and i'll type in their address here now and scroll down a

1:26 little bit

1:31 notice if i type in the city and i have the zip code table populated with state

1:40 zip code and country of the system finds a unique record it will automatically

1:45 populate these values for you if not you mainly fill these in you also even if

1:51 it's filled it in you can also manually edit those numbers mainly to assign a

1:58 primary contact for this new customer

2:02 i'm going to type in the contact name when typing in the customer the contact

2:11 name

2:12 the system will automatically behind the scenes build a new contact record in

2:17 this case CT 0 0 0 for 3 and assign this contact