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How Do I Create a Customer in D365?

Published in CRM and Customer Management 2 mins read

Creating a customer in D365 is a straightforward process that involves entering essential information about your client. Here's a step-by-step guide:

Step 1: Navigate to the Customer Module

  • Open your Dynamics 365 application.
  • Click on the "Sales" module.
  • Select "Contacts" or "Accounts" depending on the type of customer you want to create.

Step 2: Create a New Customer Record

  • Click on "New" to create a new customer record.
  • You will see a form with various fields to fill in.

Step 3: Fill in the Required Information

  • Essential Fields:
    • Name: The primary name of the customer.
    • Company: The customer's organization (if applicable).
    • Email: The customer's primary email address.
    • Phone: The customer's primary phone number.
  • Additional Information: You can also add details like:
    • Job Title: The customer's position in their company.
    • Address: The customer's physical address.
    • Website: The customer's website URL.
    • Notes: Any relevant information about the customer.

Step 4: Save the Customer Record

  • Once you have filled in the necessary information, click "Save" to create the customer record.

Step 5: Additional Options

  • You can add more details about the customer, such as:
    • Social Media Links: Add links to their social media profiles.
    • Industry: The industry the customer operates in.
    • Revenue: The customer's estimated revenue.
    • Number of Employees: The customer's estimated number of employees.

Example

Let's say you want to create a customer record for a company named "Tech Solutions Inc."

  • You would enter "Tech Solutions Inc." in the "Company" field.
  • You would then enter the company's contact person's name, email, and phone number in the corresponding fields.
  • You can add additional details about the company, such as their website address, industry, and revenue.

By following these steps, you can easily create a customer record in D365 and start managing your customer relationships effectively.

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