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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

How to change worker responsibles in Customers -

(0) ShareShare
ReportReport
Posted on by 335
Hi,
 
In AX 2012 you were able to change the customer responsibles on Customers: Account Manager, Client Account Director and Biller from one person to another.
 
I cant find this option in D365.
 
Can someone please advise?
 
Thanks
I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    What app you are using in D365? Finance & operations?
    If so, you can post question on the following forum for further help:
     

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
Martin Dráb Profile Picture

Martin Dráb 687 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 535 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 403 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans