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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / "Deactivate" shared pa...
Finance | Project Operations, Human Resources, ...
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"Deactivate" shared party concept in global address book

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Posted on by Markus Kreuter 63
I do know the concept of the shared party within the global address book. However, our customer would like to /deactivate/ the logic because they don't want to have their customers/vendors shared via the party ID.
 
In fact, they would like to have one party for each vendor/customer. It doesn't matter if the same vendor/customer already exists in another legal entity because settings (e.g. language or contacts) shouldn't be shared.
 
I have found the parameter /use duplicate check/ in the system, this already helps because the popup window /use match/ disappears if a matching record is found.
 
However, it is still possible for the user to select an existing party ID and therefore share the account. Is there any other parameter to fully deactivate this concept?
 
Any information is appreciated.
 
Thanks!
 
BR
Markus
  • Guy Terry Profile Picture
    Guy Terry 28,621 Super User 2024 Season 2 on at
    "Deactivate" shared party concept in global address book
    There is no parameter to turn off the Global Address Book and the capability to link Parties to multiple vendors/customers etc.
     
    Perhaps you can identify all the places where your users have access to merge Parties, add a vendor or customer to a different party or create a customer or vendor from an existing party and use security to remove access to those places.
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    "Deactivate" shared party concept in global address book
    Hi,
    You may need to customize it Or wait and see if other users have any thoughts on this.
    Best Regards,
    Hana
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,232 Super User 2024 Season 2 on at
    "Deactivate" shared party concept in global address book
    Hi Markus,
     
    Is the requirement about not sharing per legal entity or should it also be prevented from having a customer and vendor in the same company not sharing the same party?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,784 Most Valuable Professional on at
    "Deactivate" shared party concept in global address book
    Hi,
     
    User is able not to select the party Id system offers but there isn't OOB functionality to enable the selection of the same.

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