Trade and distribution in Microsoft Dynamics 365.pptx

The presentation show to to mange customers relationships in dynamics 365

1. 81205AE: Manage Customer and Vendor Relationships in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

2. Managing Customers Managing Vendors Vendor Collaboration Create and Manage Customer and Vendor Agreements Course Modules

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

4. Setup customer groups Create customer records Configure Credit Limits Course Objectives

5. Setup Customer Groups

6. Setup Customer Groups Predefines default information for creating new customers At least one customer group must be set up before creating new customers Customer Group

7. Create Customer Records

8. Create Customer Records Create a new customer including default data Specify payment defaults and financial dimensions

9. Configure Credit Limits

10. Configure Credit Limits Credit limits specify the maximum amount of credit to extend to a customer When a credit limit is specified, it is checked when a customer updates a document in Finance and Operations If the credit limit is exceeded, a message is displayed to the user

11. Key takeaways Customer groups can be used to modify the main accounts a customer’s transactions post to. Customer records can be easily setup with only a few basic fields or can be utilized to house vast amounts of data about the customer. This data will default onto orders, making order entry more efficient. Flexibility to setup credit checks based on different open customer transactions.

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

13. Course objectives Create and maintain vendor records Review advanced vendor setup and fields Vendor collaboration Set up vendor groups and associated posting profiles Terms=Net 30 Tax=State Delivery=Ground

14. Create and maintain vendor records

15. Review advanced vendor setup and fields

16. Vendor collaboration

17. Vendor collaboration Allows external vendors to work with purchase orders, invoices, and consigned inventory. Share information about consignment inventory and related purchase orders

18. Vendor collaboration Enables you to allow access to the vendor collaboration workspace on a by vendor basis To enable vendor collaboration Vendor record – General - Vendor collaboration – Collaboration activation Not active Active (PO is not auto-confirmed) Active (PO is auto-confirmed)

19. Vendor collaboration To allow sharing of pricing information in the collaboration interface, the Purchase order prices/amount flag must be set to Yes Location: Vendor profile – Purchase order defaults Full Microsoft course on this topic: 81134AE: Introduction to Vendor Collaboration

20. Setting up vendor groups

21. Setting up vendor groups Vendor groups are used to group like vendors or vendors that share certain setup/parameters and postings

22. Key Takeaways Vendor record must be created before purchase requisition and purchase orders can be created At least 1 vendor group created and applied to the vendor record Vendor group values selected will be passed to vendor record Vendor groups can be used when setting up posting profiles. Vendor collaboration allows external vendors to work with purchase orders, invoices, and consigned inventory.

23. Create and Manage Trade Agreements in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 

24. Customer Trade Agreements

25. Customer Trade Agreements Create customer and item price/discount groups Create a trade agreement journal Use selection criteria to populate a trade agreement journal Make mass updates Change an existing customer trade agreement

26. Customer Trade Agreements Fixed price or discount agreements set up for one or more customers, to enable the sale of individual or multiple products.

27. Customer Trade Agreements Customer price discount groups can be used to group like customers that receive the same price or discount. Item discount groups can also be created to group like items to apply pricing or a discount to on a trade agreement

28. Group Groups of customers, vendors, or products Customer Trade Agreements All All customers, vendors, or products A specific customer, a vendor, or a product Table

29. Group Groups of customers, vendors, or products Customer Trade Agreements (cont’d) All All customers, vendors, or products A specific customer, a vendor, or a product Table

30. Updating Customer Trade Agreements You can create a trade agreement journal for sales prices using the Selection functionality to pull existing journal lines into a new journal. Trade agreements applied to a customer can be edited directly from within that customer’s record in Dynamics 365 for Finance and Operations. Price and discount management workspace provides a quick view of trade agreement information for given company

31. Managing Vendor Trade Agreements

32. Create Vendor Trade Agreements Create vendor price discount group Create a trade agreement journal Use selection criteria to copy existing trade agreement journal information into a new trade agreement journal Change an existing vendor trade agreement

33. Create Vendor Trade Agreements Fixed price or discount agreements set up for one or more vendors for the sale of individual or multiple products. Price and discount management workspace provides a quick view of trade agreement information for given company

34. Create Vendor Trade Agreements Vendor price discount groups can be used to group like vendors that receive the same price or discount. Item discount groups can also be created to group like items to apply pricing or a discount to on a trade agreement

35. Vendor Trade Agreements Group Groups of customers, vendors, or products All All customers, vendors, or products A specific customer, a vendor, or a product Table

36. Vendor Trade Agreements (cont’d) Group Groups of customers, vendors, or products All All customers, vendors, or products A specific customer, a vendor, or a product Table

37. Create Vendor Trade Agreements Other methods to create trade agreements from journal line form: Selection functionality will pull existing journal lines into a new journal Copy line and Copy and revise Add products

38. Create Vendor Trade Agreements Ability to view and update vendor trade agreements directly from vendor record.

39. Setup Supplementary Items

40. Setup Supplementary Items When a product is ordered, complementary or supplementary items are frequently required.

41. Generic Currency and Smart Rounding

42. Generic Currency Generic currency allows for: Trade agreements to be set up for one or more currencies Having an exchange rate applied when a trade agreement is used for a vendor/customer with a different currency

43. Smart Rounding Smart rounding is based on marketing theory that prices have psychological effects on people. Smart rounding can be applied: After a bulk adjustment of trade agreements Automatically after a unit price is calculated based on a generic currency and an exchange rate

44. Key Takeaways Trade agreements are fixed price or discount agreements set up for customers and vendors Customer, vendor, and item price groups can be used to group customer, vendors, or items where price and discounts are the same The item price group table is shared between the Procurement and Sourcing and Sales and Marketing modules Select, copy line, and copy and revise functions at the trade agreement line can be used to quickly create trade agreement lines Trade agreements can be reviewed and edited directly from the item, vendor, or customer record

45. Key Takeaways Price and discount management workspace provides a quick view of trade agreement information for given company The adjustment functionality can be used to update trade agreement journal lines by a percentage or fixed amount Supplementary items can be set up to suggest additional products that can be added to the order when an item is purchased or sold Generic currency allows for trade agreements to be set up for one or more currencies utilizing an exchange rate when applied Smart rounding can be applied to trade agreement lines to round prices up or down to achieve a desired price point