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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Assigning Customers to...
Microsoft Dynamics AX (Archived)

Assigning Customers to Customer Team

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Posted on by Frank Hamelly | MVP... 46,220 Super User 2024 Season 2

I've setup a Customer Team in Organization Admin.  I have 7,000+ customers in the Company, but only one of those customers will assign to the Team.  Is there a specific parameter or setting in the Customer record that controls whether a customer account can be assigned to a customer team?
This is AX 2012 R3.

Thanks in advance.

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    RE: Assigning Customers to Customer Team

    I just figured it out - the Customer has to be setup as a Person, not an Organization.

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