Working with address books (Retail essentials)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to create address books and how to assign teams to address books based on specific criteria. For example, you can assign teams to an address book based on legal entity or location. Before you create address books for your organization, we recommend that you determine the number of address books that your organization requires.

Note

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

To create address books, follow these steps:

  1. Click Retail essentials > Channels > Address books.

  2. Click New to create a new address book, and then enter the name and a brief description of the address book.

  3. If you are ready to assign one or more teams to the address book, click Assign teams. Otherwise, go to step 5.

  4. In the Assign teams to address books form, select the teams to which to grant access to the selected address book. Then click Add.

  5. Repeat step 2 through 4 for each address book that your organization requires.

See also

Working with organizations and organizational hierarchies (Retail essentials)