Skip to main content

Notifications

FastTrack for Dynamics 365 forum
Suggested answer

Missing Purpose on Contacts in D365 FO

Posted on by 4
Hi. We would like to add the role/purpose on contacts in Customers. 
 
 
in AX you can see Roles
 
  • Missing Purpose on Contacts in D365 FO
    I think you might have replied to the wrong question?

    It’s about adding the column roles to a grid. That column is not available on the grid in F&O out of the box.

  • Suggested answer
    Navneeth Nagrajan Profile Picture
    Navneeth Nagrajan 1,434 Super User 2024 Season 2 on at
    Missing Purpose on Contacts in D365 FO
    Hi,
     
    For adding purposes, you need to perform the following setups:
    1. Under Organization Administration -> Global Address Book -> Address and contact information purpose section, you can add a new purpose and decide if the purpose should be included both in postal addresses or contact information section.
     
     
    2. From a security role and privilege side you need to grant access to either of the roles highlighted and the below mentioned duties and privileges to the user setting up purposes related to contacts. 
     
     
    Hope this helps. Happy to answer questions, if any.
  • CU25101358-0 Profile Picture
    CU25101358-0 4 on at
    Missing Purpose on Contacts in D365 FO
    Hi Jonas,
     
    Thanks for replying. I found out it was a custom field. I will let our developer know of our situation and get it updated. 
    Thanks again. 
    -Miranda
  • Suggested answer
    Missing Purpose on Contacts in D365 FO
    It's only visible in employee self service. You will have to make a customization to the "LogisticsContactInfoGrid" form part for it to show in other forms.
     
    Just out of curiosity, are you sure it's a standard field in AX2012? This is what my AX2012 R3 CU12 box looks like.
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,888 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,247 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans