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Employee Responsible Field in Customer Account

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Posted on by Microsoft Employee

I'm trying to assign a member of our sales team to be the employee responsible in our customer account field. However, when I click on it there are no employees listed. How do I add these in so that I am able to assign them?

  • Nisheet Profile Picture
    Nisheet 140 on at
    RE: Employee Responsible Field in Customer Account

    Hi,

    You can use employee dimension to assign employee to customer.

    New employee can be added by right clicking Go to Main Table Form and then add new.

    Nisheet

  • sohaibcheema Profile Picture
    sohaibcheema 46,592 User Group Leader on at
    RE: Employee Responsible Field in Customer Account

    Does you AX has employees data, called workers in AX. This can be found in Human Resource module of Dynamics AX, under common section. The menu name is workers.

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