Select Accounts receivable > Customers > All customers. Select Cave Wholesales, US-004.Select Customer > Accounts > Contacts > Add contacts. For first name, enter Aaron, for last name, enter Painter.Select Save.Close all the pages.
Category: Global Address book
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
AX – D365FO – Check for duplicates in Global Address book
To check for duplicates in Global Address book : Go to Common -> Global Address book Select a record and click on "Checkfor duplicates" Select the values to include in the duplicate search (like name, state, zip code, phone, etc..) and press search The duplicated records will appear in the below grid If you want … Continue reading AX – D365FO – Check for duplicates in Global Address book
AX / Dynamics 365 For Finance and Operations blog 