web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / "Customer pool" in cre...
Finance | Project Operations, Human Resources, ...
Suggested Answer

"Customer pool" in credit and collection workspace don't work

(1) ShareShare
ReportReport
Posted on by Community member 20
Hi,
 
In the credit and collection workspace, the customer /pool/ field is greyed out and is not possible to use.
To summary: I have added collection teams, added it to the credit collection parameter, added the collection agent setup and made a collection agent pool with both pool type collection and aging snapshot. I have also run the aged balances after the setup was completed.
The preview of the customer pool works fine, but the field is still greyed out/not possible to use in the credit and collection workspace. 
 
How to fix this?
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,781 Super User 2026 Season 1 on at
    Hi Philip,
     
    Is there a link between the collection agent (person) and your user on the Users form? That can be the missing link.
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    In my trial environment, this field is also grayed out. I think if your configuration is correct, then this may be the default display of the system. I also checked the relevant parameter settings, etc., but there is no setting related to this field. if you want to modify it, you may need to modify the form control. Or you could try the advice Andre provided.

    Best Regards,
    Hana
     
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at
    Hi,
     
    Have you assigned your user to any of the employees in the system?
  • Community member Profile Picture
    Community member 20 on at
    How do I link between the collection agent (person) and your user on the Users form?

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

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 673 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 280 Super User 2026 Season 1

#3
Martin Dráb Profile Picture

Martin Dráb 213 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans