Create or delete contacts [AX 2012]

Updated: July 11, 2011

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

You can create records for your contacts in the Sales and marketing module of Microsoft Dynamics AX.

  1. Click Sales and marketing > Common > Contacts > All contacts.

  2. On the Action Pane, on the Contact tab, in the New group, click Contact.

  3. Enter the contact’s name.

  4. Select the country/region in which the contact is located, and then enter the contact’s address and contact information.

  5. Click Save and open to add more information to the contact record, or click Save and close to add the remaining information about the contact later.

  1. Click Sales and marketing > Common > Contacts > All contacts.

  2. On the All contacts form, select the contact record that you want to delete.

  3. On the Action Pane, on the Contact tab, in the Maintain group, click Delete.

  4. Click Yes to delete the record.

Note Note

You cannot delete a contact that is attached to a lead or an opportunity. You must first remove the contact from the entity record and then delete the contact record.


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

Community Additions

ADD
Show: