AX / D365FO – Create a new Purpose for Address or COntact

To create a new purpose go to Organization administration > Global address book > Address and contact information purpose Click New To add a new purpose, click New, and then enter the name of the purpose and a brief description. Then select the Postal address or Contact information check box to specify whether the purpose is used for address records … Continue reading AX / D365FO – Create a new Purpose for Address or COntact

AX – D365FO – Create a new Address book and a new Prospect

 In this example we create a new address book. Also need to create a new party and associate the party with the new address book. Finally, we need to use this party to create a prospect. Go to Organization administration > Global address book > Address books. Select New.In the Name field, enter Denver.In the Description field, enter Denver Store.Select Save.In the Available Teams list, find and select the Safety team.Select … Continue reading AX – D365FO – Create a new Address book and a new Prospect