81205. Manage Customer and Vendor Relationships in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Description

This course reviews the concepts related to managing vendors and customers in Dynamics 365 for Finance and Operations. This will include setting up customers and vendors, customer and vendor groups, managing customer parameters, and creating and managing customer records, and review of advanced vendor setup and vendor collaboration. This course also reviews creating and managing trade agreements in Dynamics 365 for Finance and Operati

This course helps prepare you for assessment Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.

What are the goals for this course?

• Set up customer groups
• Create customer records
• Configure credit limits
• Create and maintain vendor records
• Review advanced vendor setup and fields
• Vendor collaboration
• Set up vendor groups
• Manage Customer Trade Agreements
• Manage Vendor Trade Agreements
• Set up Supplementary Items
• Review Generic Currency and Smart Rounding
• Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations courses
• The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
• General knowledge of basic navigation within Dynamics 365 for Finance and Operations
• Basic knowledge of distribution and trade concepts

What are the prerequisites to consume this course?

Module 01: Managing Customers

• Set Up Customer Groups
• Create Customer Records
• Configure Credit Limits

Module 02: Managing Vendors

• Create and Maintain Vendor Records
• Review Advanced Vendor Setup and Fields
• Setting Up Vendor Groups
• Vendor Collaboration

Module 03: Create and Manage Customer and Vendor Agreements

• Customer Trade Agreements
• Customer Trade Agreements Continued
• Vendor Trade Agreements Setup
• Managing Vendor Trade Agreements
• Managing Vendor Trade Agreements Continued
• Set up Supplementary Items
• Generic Currency and Smart Rounding