Assigning Customers to Customer Team

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Posted on by Frank Hamelly | MVP...

46,627 Moderator

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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Frank Hamelly | MVP... 46,627 Moderator on at

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

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