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Dynamics 365 Community / Forums / Finance forum / Define sales taker per...
Finance forum

Define sales taker per customer

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Posted on by

Hello, 

I was wondering if there is a possibility to define sales taker or maybe sales responsible on customer level?

Currently as it is, the person that is defined as sales responsible/ sales taker is the person that is entering the sales order. 

Firstly, I filled out the employee responsible field in the sales demographic section for the customer, however that did not consequently reflect on the sales order. Are there any other possibilities, or steps that need to be done?

Regards, 

Teodora Stefanovska 

I have the same question (0)
  • Verified answer
    M Westwood Profile Picture
    485 on at
    RE: Define sales taker per customer

    Hi Teodora,

    The "Sales responsible" and "Sales taker" fields on the sales order will always take the employee linked to the user who is creating the record.

    If you want the "Sales responsible" field to take from the customer record "Employee responsible" then it will require a customisation.

    Regards,

    Matt

  • Community Member Profile Picture
    on at
    RE: Define sales taker per customer

    Thank you Matthew for the answer.

    Regards,

    Teodora

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