Configuring Accounts Receivable within Dynamics 365 for Operations (Paperback)

Murray Fife

ISBN 10: 1973884232 / ISBN 13: 9781973884231

Published by Createspace Independent Publishing Platform, 2017

About this Item

Paperback. Once you have all the base configuration done within the Accounts Receivable area, you can start getting to the meat and potatoes of the module, which is the configuration of the Customer Accounts. This may seem like a daunting task if you have a large customer base, but if you use the import tools, and features like the Excel Add-In for tidying up your data, then this isn't very hard, and regardless of if you have 100, or 10,000 customers can be a breeze to load.Topics Covered-Changing the Customer Numbering Sequence-Configuring Customer Groups-Creating a new Customer Account-Creating a Customer Import Template-Populating and publishing the Import Template-Manually updating Customer details-Performing bulk updates using the Grid Edit Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.

Seller Inventory # 9781973884231

Bibliographic Details

• Title: Configuring Accounts Receivable within Dynamics 365 for Operations (Paperback)
• Publisher: Createspace Independent Publishing Platform
• Publication Date: 2017
• Language: English
• ISBN 10: 1973884232
• ISBN 13: 9781973884231
• Binding: Paperback
• Condition: new

About this title

Synopsis

Once you have all the base configuration done within the Accounts Receivable area, you can start getting to the meat and potatoes of the module, which is the configuration of the Customer Accounts. This may seem like a daunting task if you have a large customer base, but if you use the import tools, and features like the Excel Add-In for tidying up your data, then this isn’t very hard, and regardless of if you have 100, or 10,000 customers can be a breeze to load.Topics Covered•Changing the Customer Numbering Sequence•Configuring Customer Groups•Creating a new Customer Account•Creating a Customer Import Template•Populating and publishing the Import Template•Manually updating Customer details•Performing bulk updates using the Grid Edit

About the Author

Murray Fife is an Author of over 20 books on Microsoft Dynamics including the Bare Bones Configuration Guide series. These guides comprise of over 15 books which step you through the setup and configuration of Microsoft Dynamics including Finance, Operations, Human Resources, Production, Service Management, and Project Accounting. Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partners perspective. If you are interested in contacting Murray or want to follow his blogs and posts then here is all of his contact information: Email: murray@murrayfife.com Twitter: @murrayfife Facebook: facebook.com/murraycfife Google: google.com/+murrayfife LinkedIn: linkedin.com/in/murrayfife Blog: atinkerersnotebook.com Slideshare: slideshare.net/murrayfife Amazon: amazon.com/author/murrayfife