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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer template
Microsoft Dynamics AX (Archived)

Customer template

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Posted on by raff 1,236

hi

I have a user, who is setup with sales manager role, but when they create a new customer they don't get prompted with the customer template form

any ideas why?

does anyone have a good reference guide on checking what role/privilege everything is attached to?

thanks

mal 

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  • Martin Dráb Profile Picture
    Martin Dráb 236,320 Most Valuable Professional on at
    RE: Customer template

    The simplest explanation is that he ticked Do not ask again in the template selection dialog. It can be get back by Record info > Show template selection.

  • raff Profile Picture
    raff 1,236 on at
    RE: Customer template

    Hi Martin

    where do I select record info?

  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 236,320 Most Valuable Professional on at
    RE: Customer template

    Let me simply quote documentation (Maintain record templates [AX 2012]): To display the template selection dialog box again, right-click any record, click Record info, and then click Show template selection.

  • raff Profile Picture
    raff 1,236 on at
    RE: Customer template

    Hi Martin

    I tried that but I don't have any option to Show Template selection!?

    mal

  • 5400 Profile Picture
    5400 7,162 on at
    RE: Customer template

    you won't get under list page. please go to detail page of customer and use the template.

    c4.jpg

  • raff Profile Picture
    raff 1,236 on at
    RE: Customer template

    not sure if we are talking about the same thing?

    I need the Customer template form to auto prompt on selection of new customer, for a person with sales manager role

  • 5400 Profile Picture
    5400 7,162 on at
    RE: Customer template

    See, SysRecordTemplateSelect is the UI for template. you can use for your security setup.

    Hope, you are now clear.

  • raff Profile Picture
    raff 1,236 on at
    RE: Customer template

    don't think you get what I am asking

  • raff Profile Picture
    raff 1,236 on at
    RE: Customer template

    got around this by assigning user full admin, then I could select record info, show templates. not very user friendly, but a solution for me none the less

    thanks all for help

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