how to create customer group and add customer in that group

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Posted on by Yasir Shahzad

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Dear

can any body tell me that how can i can create customer group and can add customers in that group in microsoft dynamics ax2012

Regards

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André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi Yasir,

You can create groups using the next path: Accounts receivable > Setup > Customers > Customer groups.

When you have created your groups you can create new customers and choose a group from the list. The customer group field is mandatory on the customer form.

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Mea_ 60,284 on at

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Please read technet.microsoft.com/.../aa496550.aspx it shows how to create customer group.

Than on customer creation form you can select customer group, please read for details technet.microsoft.com/.../aa572674.aspx

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Yasir Shahzad 1,635 on at

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if the customer has already created and i want to change the group of that customer ..is it possible

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Nishant2408 705 on at

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Hi Yasir,

Please read the following link. Nice explanation of creating customer group and importance of specific fields.

technet.microsoft.com/.../aa496550.aspx

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Mea_ 60,284 on at

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You need to go to Accounts receivable -> Customers -> All customers, select customer you want to change, click edit in the action pane and change customer group on "general" fast tab, "customer" field group.

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Nishant2408 705 on at

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Yes , you can change the customer group for a customer. Provided, you have enough rights to do so.

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Yasir Shahzad 1,635 on at

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thanx bro...i have done this ....now only one problem i m facing...how to attach this group with specific group

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Mea_ 60,284 on at

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what do you mean under "this group with specific group" ?

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Yasir Shahzad 1,635 on at

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no no dear...sorry i wrote group..actually my mean was ...how to attach this group with specific user

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Mea_ 60,284 on at

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Now we are coming back to the original question. You have to ask developer to create security policy for you.

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