Create address books

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

This topic describes how to create address books and assign teams or grant privileges to address books by legal entity. Before you create address books for your organization, or import information for party records, we recommend that you determine the number and types of address books that your organization requires. You can then grant privileges to each address book.

After your organization determines the number and types of address books that are required, and you set the default parameters for the address books, you can create one or more address books.

This topic assumes that you have completed planning address books for your organization, and are familiar with the content in the Global address books and address reference data topic. This topic also assumes that you have set up parameters for address books. This includes security parameters. For more information, see Set up global address book parameters.

Create address books


You can create your address books first, and then assign access to teams later.

  1. Click Organization administration > Setup > Global address book > 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. Click Assign teams.

  4. In the Assign teams to address books form, select the teams to which you want 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.