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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Converting prospect to...
Microsoft Dynamics AX (Archived)

Converting prospect to customer using template

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Posted on by Community Member

Hi All, 

I have a short question. Is there a possibility to use a customer template during conversion a prospect to a customer in standard AX functionality? I see I can use customer or prospect templates from Global Address Book, but what about conversion from prospect form in Sales and Marketing module?


Thanks

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    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    Not as a standard, but it should be an easy amendment.

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