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Tag Archives: Global address book

Setting up customer contacts

April 4, 2016by Lachlan Cash 3 Comments

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. […]

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Accounts receivable, Global address book, Sales and marketing

Global address book secure by legal entity

September 3, 2015by Lachlan Cash 2 Comments

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 […]

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Global address book

Change vendor party association

September 3, 2015by Lachlan Cash Leave a comment

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 […]

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Accounts payable, Global address book, Procurement and sourcing

Check for unique DUNS number

September 3, 2015by Lachlan Cash Leave a comment

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 […]

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Global address book

Change customer party association

September 3, 2015by Lachlan Cash Leave a comment

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 […]

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Accounts receivable, Global address book, Sales and marketing

Display DUNS Number on addresses

September 3, 2015by Lachlan Cash Leave a comment

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 […]

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Global address book

Global address book (GAB) merging contact records.

September 1, 2015by Lachlan Cash Leave a comment

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 […]

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Global address book

Global address book (GAB) duplicate check.

September 1, 2015by Lachlan Cash 2 Comments

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 […]

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Global address book

Setting up contact for instant message usage

April 26, 2015by Lachlan Cash Leave a comment

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 […]

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Global address book, Infrastructure

Setting a contact to show presence

September 3, 2014by Lachlan Cash Leave a comment

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 […]

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Global address book

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