You are preparing to migrate data into Dynamics 365 Finance from an older system.
You must assign customers to specific receivables accounts by region. A custom field within the older system exists to assign the customer to a region.
You need to map the customer data.
What should you do?

A. Map the value from the custom field in the older system to the customer segment field in Dynamics 365 Finance.

B. Map the custom field from the older system to the customer group field in Dynamics 365 Finance.

C. Map the custom field from the older system to the customer account number in Dynamics 365 Finance.

D. Add a field in Dynamics 365 Finance to mirror the older system configuration.








 

Suggested Answer: B

A customer group is a way of aggregating customers that are similar in some way. For example, you may use them to distinguish between retail and wholesale customers or between company employees and external customers etc.
Incorrect:
Not A: Segments let you create groups of related contacts that you can target with customer journeys. Segments are created using the segment designer. One way to build segments is by querying across related entities including contacts, leads, accounts, events, marketing lists, and more. You can also query the marketing-insights service to find contacts that have engaged with your marketing initiatives. The marketing-insights service also allows you to query contacts that you aren't reaching because of issues such as email bounces.
Reference:
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-a-customer-group

This question is in MB-300: Microsoft Dynamics 365: Core Finance and Operations Exam
For getting Microsoft Dynamics 365 Finance Functional Consultant Associate Certificate


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