Microsoft Dynamics 365 for Distribution and Trade (legacy) — Question 14

You are setting up a new customer in Microsoft Dynamics 365 to Finance and Operations.
You need to assign the customer to a customer group.
Which three pieces of information should you include in the customer group? Each correct answer presents part of the solution.

Answer options

• A. Credit limit
• B. Default tax group
• C. Terms of payment
• D. Price group
• E. Default write off reason

Correct answer: B, C, D

Explanation

The correct answers, B, C, and D, are necessary components of a customer group as they define tax implications, payment conditions, and pricing strategies. Option A, Credit limit, and option E, Default write off reason, are not required for establishing the customer group in this context.