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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / New Customers not show...
Microsoft Dynamics AX (Archived)

New Customers not showing up in the Business Relations -registry.

(0) ShareShare
ReportReport
Posted on by Pontus Stråhlman 290

Hello,

We are using Dynamics AX 2009. We upgraded from Axapta 3.0 a year ago.

In Axapta 3.0

We used to create cash customers directly as customers (in the CustTable), and other customers, whom required payment terms eg, through prospects in the CRM (in the smmBusRelTable), which we then converted into customers.

Even customers that we created directly as customers, showed up in the CRM as business relations. This was quite important to us.

In Dynamics AX 2009

When we create a new customer directly through our sales module (in the CustTable) it is not created in the CRM (in the smmBusRelTable).


Any help on this matter would be highly appreciated!

Kind regards,

Pontus Stråhlman

*This post is locked for comments

I have the same question (0)
  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    It does not work this way in AX2009. There is a funciton to create a customer from a business relation that will link the two and mark the business relation as a customer type. However there is no reverse automation. Whilst you can manually create a business relation and then from the customer link it the status of the business relation can never be customer. I cannot comment on 3, but there is a lot more functionality in CRM now and it has been redesigned, so you cannot assume a process in 3 is the same in 2009, especially if it is important to you.

  • Pontus StrÃ¥hlman Profile Picture
    Pontus Stråhlman 290 on at

    I know I cannot assume a process in 3 is the same in 2009, but I would have expected our IT-consultants to know the difference between 3 and 2009 ;-)

    You said that "Whilst you can manually create a business relation and then from the customer link it..." Could you please give a few tips on how to do that? I did not find any easy way of linking a customer to a business relation, but as this is very important to our sales processes, I'm prepared to go the distance!

    Thanks in advance!

    Pontus

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    It would have come up if you had gone through your processes with the consultant, especially as it is important to you. There are 1000's of differences between the versions, but only 20% may impact on you - would you be willing to pay a consultant to go through the 80%? Also your own internal testing should have picked it up. There is so much in these systems nowadays, even without your specific modifications, that you need to manage this process, and unfortunately invest in it.

    Anyway I do not have access to the software at the moment but go to a customer in the overview tab and there is the yellow GAB indicator, double click on this. From the "Setup" button you can then create a business relation which links it to the customer. Or Go to CRM - Global address book details and highlight the customer. Click on Setup > Business relations and create a new business relation. Note that the type is Prospect and not customer

  • Pontus StrÃ¥hlman Profile Picture
    Pontus Stråhlman 290 on at

    Yes, well, if you make it clear to your it-partner that you use crm and that you also create customers directly to the customer data base, one would have thought that a Gold Partner would have realized the problem in our routines.

    Oh well, it was rather easy to create the customer into crm as a business relation, so the problem really was not as big as I eventually thought.

    So thanks a lot for the help! It would be perfect of course if there was a way to change the business relation from Prospect to Customer, but this solution was definitely enough for our needs.

    -Pontus

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 34

#2
Michel ROY Profile Picture

Michel ROY 14

#3
Jagadabi Profile Picture

Jagadabi 6

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans