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Session Id : Et6Ms+glNOktQ0x0XUtXJ5
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / new customer set up
Finance | Project Operations, Human Resources, ...
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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
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 2,939 Super User 2025 Season 1 on 16 Mar 2025 at 00:25:55
    new customer set up
     
    What do you mean exactly? There is no thing in D365 Finance that's called customer process.
     
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,049 Super User 2025 Season 1 on 15 Mar 2025 at 10:55:49
    new customer set up

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

    đź“Ť 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:

    đź“Ť 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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