You can share address book information between companies by using the global address book feature. For each group of companies that will share an address book, you must create a virtual company.

Important Important

You must set up virtual companies for address books before you create customer, vendor, employee, competitor, or contact records for a company.

For more information about company accounts, virtual company accounts, and global address books, see the System and Application SetupHelp, available on the Help menu in Microsoft Dynamics AX.

Example

Fabrikam Inc. has five companies set up in Microsoft Dynamics AX:

  • Company 1 and Company 2 are in related manufacturing and distribution businesses.

  • Company 3 and Company 4 are in the professional services industry.

  • Company 5 is in the retail industry.

Fabrikam Inc. requires that related businesses share address book information. Therefore, the administrator sets up the following virtual companies:

Virtual company

Companies it contains

Virtual Company A

Company 1

Company 2

Virtual Company B

Company 3

Company 4

N/A

Company 5

Set up virtual companies for address books

  1. Open the form from the initialization checklist or the upgrade checklist, or click > > .

  2. Press CTRL+N to create a new record.

  3. In the field, enter the company identification.

  4. In the field, enter the name of the virtual company.

  5. Click the tab.

  6. Select the company accounts to participate in the virtual company.

    • To add a company account, select the company name under and then click the left arrow ( <) to move it to the list.

    • To remove a company account, select the company name under and then click right arrow ( >) to move it to the .

  7. Click the tab.

  8. Select the DirPartCollectiontable and then click the left arrow (<) to move it to the list.

  9. If you opened the form from the initialization checklist or upgrade checklist, you can check for address book errors related to virtual company setup by clicking .