Dynamics Coach

Prospects and Customers

Dynamics AX 2012 and Dynamics 365 for Finance and Operations

Customer records are a master data component of AX – you can’t have a company without customers, right?  In order to make the best use of these records, your Dynamics Coach will review creating customer records, all of the available record fields and how they interact with different system processes.  If you’re new to AX 2012 / D365 or looking to expand your use of the AR and Sales modules, this class is for you!  In this class you will learn:

  • Creating prospects and converting them to customers
  • Customer addresses (shipping, invoicing, parent/child relationships)
  • Managing customer pricing
  • Tracking data and notes on your customers

Fill out the form below for more information about this (or other) Dynamics Coach courses.