Associating customer logins with customer accounts

In order for an external user to see their account information and just their account information, you need to create a relationship between the user account within Dynamics AX and the customer account. This is done through the user relationships.

In this recipe, we will show how to create a relationship between a user account and a customer account.

Getting ready

In order to create a user-to-customer relationship, you need to have a contact for the customer account. If you don't have a contact, you may want to quickly create one.

How to do it...

To associate a customer login with a customer in Dynamics AX, follow these steps:

1. Select the Users menu item from the Users folder of the Common group within the System administration area page.

2. Select the user account that you want to link to a customer account, and then click on the Relations button within the Setup group of the Users ribbon bar.

   

3. In the User relations form, click on the New button in...