Setting up customer contacts
When working with customers you have a couple of default fields that you can setup to be contacts. To set these defaults you first will need to create some contacts. […]
Tag Archives: Global address book
Global address book secure by legal entity
If you have many legal entities in your AX installation and you have requirements for the data to be kept separate you might want to consider how you handle the […]
Change vendor party association
If you need to restructure you global address book party records or change because the vendor organization has changed or because a mistake was made then you have the ability […]
Check for unique DUNS number
If you are using DUNS numbering to help control duplicate party records in AX you might want to turn on the duplicate check. This is a quick walk through were […]
Change customer party association
If you need to restructure you global address book party records or change because the customer organization has changed or because a mistake was made then you have the ability […]
Display DUNS Number on addresses
If you use Dun and Bradstreet numbers (DUNS) as a method to detect duplicates for your party records you can decide if you want to use this on the main […]
Global address book (GAB) merging contact records.
In a previous post I covered the duplicate check that is in the global address book. If contact records do creep into the systems and you have a regular process […]
Global address book (GAB) duplicate check.
The global address book in AX has a basic duplicate check feature that you can turn on to avoid entering multiple parties. This is a useful feature to try to […]
Setting up contact for instant message usage
If you want to use the ability to call or instance message from the AX client to a contact they you have to have a few things configured. Firstly have […]
Setting a contact to show presence
If you want to show presence information for contacts in Dynamics AX then you will have to configure the contact information. This gives you a quick overview of the settings […]
