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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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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.
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
if the customer has already created and i want to change the group of that customer ..is it possible
Please read the following link. Nice explanation of creating customer group and importance of specific fields.
technet.microsoft.com/.../aa496550.aspx
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.
Yes , you can change the customer group for a customer. Provided, you have enough rights to do so.
thanx bro...i have done this ....now only one problem i m facing...how to attach this group with specific group
what do you mean under "this group with specific group" ?
no no dear...sorry i wrote group..actually my mean was ...how to attach this group with specific user
Now we are coming back to the original question. You have to ask developer to create security policy for you.
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