Registration (form) [AX 2012]

Updated: May 23, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Customer self-service > Sign up.

Use this form to view and process requests from customers. The requests come from the Sign up page in the public Enterprise Portal for Microsoft Dynamics AX site that is defined for your organization.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

View and modify general information about the selected customer request.

Filter

Description

Sign-up status

The status of the customer request. Different records are displayed according to the filter setting that you select. The following values are used:

  • Requested – The customer contact person has submitted a request. The request must be verified by the customer before it can be processed.

  • Verified by user – The customer request has been verified by the customer contact person. The request is ready to be approved.

  • Approved – The customer request has been approved.

  • Created – A customer account has been created for the customer request.

  • All – Display all customer requests regardless of status.

Button

Description

Reread

Update the Registration form.

Approve

Approve the request.

Create

Create a customer account.

Activation URL

Resend the verification link to the customer contact person.

Field

Description

Registration number

Identification of the registration query that is assigned from the number sequence in the Customer self-service parameters form.

Created date

The date and time when the record was created.

Sign-up status

The status of the selected customer request.

User name

The name that was entered by the customer contact person on the Sign up page. The user name can also be entered directly in the field.

E-mail

The email address that was entered by the customer contact person on the Sign up page. The email address can also be entered directly in the field.

NoteNote

Only one active customer request can exist per email address.

User alias

The user identification that was entered by the customer contact person on the Sign up page. The customer contact person can enter their user identification only if the selected Microsoft Dynamics AX authentication method is Active Directory Federation Services (AD FS). If the authentication method is Active Directory Domain Services (AD DS) or forms-based, the approver adds a user identification directly in the field.

Request ID

The identification number for the user request if one has been created.

Status

The status of the user request if one has been created.

Created

If this check box is selected, the customer account has been created.

Customer number

The identification number of the customer account. The customer account number must be specified when you create a new customer. It can be automatically generated based on the customer account number sequence.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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