Create or modify a customer record [AX 2012]

Updated: March 18, 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 use the Create customer page to create a new customer account, and use the Edit customer page to modify existing customer account information.

  1. Click Sales on the top link bar, and then click Customers on the Quick Launch.

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

  3. Select whether to enter the customer in the address book as an organization or a person, and enter the customer’s name.

  4. On the Address FastTab, click New to add one or more address records to the customer record.

  5. On the Contact information FastTab, click New to create one or more contact information records for the customer.

  6. Enter credit and administration information about the customer.

  7. Click Save and close.

  1. On the All customers page, in the Name column, click the customer record that you want to modify. The View customer page opens.

  2. On the Action Pane, on the View tab, in the Maintain group, click Edit.

  3. On the Edit customer page, make the appropriate changes, and then click Save and close.

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