Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Commerce forum / setup Customer attribu...
Commerce forum

setup Customer attribute in customer card in screen layout

(0) ShareShare
ReportReport
Posted on by 15

Hi, 

I am using D365 Update 12. I have created a new customer attribute in HQ and run the related job and now able to edit/update this attribute from MPOS but now I want to associate this custom attribute to customer card under screen layout but I am not able to see the newly created customer attribute in available columns list of customer card under screen layout.

3580.Screen.PNG

Categories:
  • Pankaj_93 Profile Picture
    Pankaj_93 396 on at
    RE: setup Customer attribute in customer card in screen layout

    Hi,

    To fix the issue, We need to set user company same as the layout which we are going to modify the customer layout. Suppose user id has set as usrt then we will be able to see the columns in the usrt legal entity screen layouts not for others.

  • Pankaj_93 Profile Picture
    Pankaj_93 396 on at
    RE: setup Customer attribute in customer card in screen layout

    Hi Oksana,

    learn.microsoft.com/.../customer-attributes

    We have followed this link and rechecked all the configuration. Unfortunately we are not able to see the attributes in screen layout of Customer-card section's available columns list. We are in 10.0.28 version. Does this remove?

  • Suggested answer
    Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at
    RE: setup Customer attribute in customer card in screen layout

    Hi Pankaj, it was working in the last F&O versions, as I can remember

    Make sure you configured 'Customer attribute group' and opening designer from correct legal entity (where you configured customer attribute group in Commerce parameters)

  • Pankaj_93 Profile Picture
    Pankaj_93 396 on at
    RE: setup Customer attribute in customer card in screen layout

    Hi Oksana,

    Does this resolved from Microsoft end? We are trying to display the attribute in customer card section but it is not displaying the columns in the available columns list.

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at
    RE: setup Customer attribute in customer card in screen layout

    Hi,

    I can see CPOS code that should display attributes, but you are right - designer does not provide ability to specify attributes to display. I will try to ask Microsoft team for help

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... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,309 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans