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How to change worker responsible in Customers

Posted on by 208
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?
  • Isaac1400 Profile Picture
    Isaac1400 208 on at
    D365 F&O - How to change worker responsible in Customers
    Hi,
     
    So in AX 2012 R3 It is found in Sales Ledger > Periodic > Change worker responsible in Customer. Below screenshot in AX 2012. I cant find this mass change option in D365 f&o
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    D365 F&O - How to change worker responsible in Customers
    Hi,
    Depending on the problem you described, it seems that you can change the worker responsible for customers based on the following navigation:
    • Open the Accounts receivable module and choose All customers page.
    • Select the record information you want to change.
    • choose Sales demographics tab.
    • You can maintain your employees who are responsible for your customers in the Employee responsible field.
    The screenshot is below for your reference:
     
    Best regards,
    Kevin
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,900 Super User 2024 Season 2 on at
    D365 F&O - How to change worker responsible in Customers
    Hi Isaac,
     
    Can you share a screenshot with this feature in AX 2012 and one of what you now see on Dynamics 365?

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