Customer responsibilities (form)
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 > Common > Customers > All customers. Select the customer record that you want to assign a responsibility to. On the Action Pane, on the General tab, in the Set up group, click Responsibilities.
Use this form to create new employee responsibilities regarding customer records. You can also assign responsibility types and the responsible employees to a customer record. For example, you might assign the marketing responsibility to the marketing lead for your organization.
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
|---|---|
Actions |
Apply the selected responsibility or all of the listed responsibilities to the customer record. |
Fields
Field |
Description |
|---|---|
Responsibility |
View or select the responsibility that an employee will complete for the customer record. |
Worker |
View or select the employee who will be assigned to the responsibility. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).