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Customer salesperson

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Posted on by PM-23071127-0

hi, can a customer have more than one salesperson allocated to them based upon product range?

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Dynamics 365 Business Central

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Jun Wang 7,700 Super User 2025 Season 1 on at

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Customer salesperson

you could consider set up a dimension Sales person, then create values for different sales person. Then make that dimension mandatory, user will then choose a dimension value when posting.
Valentin Castravet 27,746 Super User 2025 Season 1 on at

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Customer salesperson

Out of the box you can select one default salesperson on the customer card. This default salesperson is then automatically populated on sales documents when this customer is used. There is no option to select multiple salespersons based on the product/item. You could either manually change the salesperson on each document, or create some sort of customization.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
gdrenteria 17,564 Most Valuable Professional on at

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Customer salesperson

Hi

You could change the salesperson at the document level.

BR

Gr

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