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new customer set up

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Posted on 14 Mar 2025 12:55:30 by DC-14031253-0

Where do I look in D365 to find customers that have been onboarded and still need the customer process completed?

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Dynamics 365 Finance

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Jonas "Jones" Melgaard 2,939 Super User 2025 Season 1 on 16 Mar 2025 at 00:25:55

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new customer set up

Hi @DC-14031253-0,

What do you mean exactly? There is no thing in D365 Finance that's called customer process.
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Saif Ali Sabri 1,049 Super User 2025 Season 1 on 15 Mar 2025 at 10:55:49

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new customer set up

In Dynamics 365 Finance & Operations, check the All customers list:

📍 Modules > Accounts receivable > Customers > All customers

🔍 Use filters like:

Customer status (e.g., "New" or "Inactive")

Created date (recent additions)

Workflow status (if using approvals)

For Dynamics 365 Sales, check:

📍 Sales Hub > Customers > Accounts or Contacts

Filter by:

Status Reason (e.g., "Prospect" or "Pending Approval")

Created On (recent records)

Let me know if you need more details!

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