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.
