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Finance | Project Operations, Human Resources, ...
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Customer creation form in D365

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Posted on by 10

Hi Team , 

I'm working on a implementation project ( from AX2012 to D365 ) , 

I'm wondering what are the main features added to customer creation form vs AX 2012

Thanks in advance 

  • André Arnaud de Calavon Profile Picture
    294,281 Super User 2025 Season 1 on at
    RE: Customer creation form in D365

    Hi Fatiha,

    Maybe a TechTalk video might help you understanding more about the credit and collection additions: (99+) Dynamics 365 Finance: Credit Management | February 14, 2020 - Microsoft Dynamics Blog

  • FESCIT 91 Profile Picture
    10 on at
    RE: Customer creation form in D365

    Hi Andre ,

    Thanks for your reply , yes I noticed couple of new fields as well , especially in credit and collections section . is there a document that outlines the use of each field,

    I have done my own research but couldn't find

    Thanks

  • Verified answer
    André Arnaud de Calavon Profile Picture
    294,281 Super User 2025 Season 1 on at
    RE: Customer creation form in D365

    Hi Fescit,

    For the customers itself, there is not really a change compared to AX 2012. There might be some additional fields, but in general the setup, navigation and usage is the same.

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