Customer Hierarchy accelerator for Microsoft Dynamics 365 Finance & Operations

The Customer Hierarchy accelerator supports how your business deals with customer groups during invoicing, logistics and project processes

Does your organization deal with customers that are structured within groups such as: parent, sister, local or international?  How do you adapt your processes according to the role that these various companies within the group structure play?

With the Customer Hierarchy accelerator, you create a link between customers across a group, so you can automatically inherit trade agreements for pricing proposals; know who to send invoices or deliveries to without double-checking; all leading to accuracy, productivity and smoother customer experiences.

Some features and benefits of using this app:

• Easily set up the customer parent codes using customer, county, country and international parameters
• Access contacts, terms of payment, discounts and prices through customer organization view
• Simplify quotations; by setting up the hierarchic customer, the system calculates the correct prices for a customer organization in proposals
• And much more!

Next steps

If you would like to boost your Microsoft Dynamics 365 for Finance and Operations system in this way; please review the materials on this page and contact Prodware to find out more.