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MB-300全球通讯簿和其他通讯簿Dynamics 365 财务和运营 / MB-300 global address book and other address books Dynamics 365 for finance and Operations

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What is Global Address Book

Global Address book is common or single repository in Dynamics 365 for finance and Operations. The basic idea is that, everything is Party either it is Person, Organization, Customer, Vendor, Employee, worker, competitor or Contact. Data is associated with Party, That have, Address, phone number,  email. It is possible that one Party is Customer in one legal entity and Vendor in other legal entity.  Change in any place reflect any places. Party detail can be vary based on either party is organization or  person. Customer, vend, Contacts, Employee, worker, Applicate all identified as Party Role The link between Global Address book and all other object can be explained clearly by Microsoft documentation
Machine generated alternative text:
Address Book 
t: 
Perso 
Customer 
Prospect 
Worker 
user 
can belong to one or more 
Or anization 
is a type of 
Part 
plays a role of 
Vendor 
Competitor 
Applicant 
Contact 
c 
o 
o 
Can have one or more 
relates to 
o 
Location 
can have 
Quotation 
Sales Order 
Invoice 
Request for 
Quote 
Purchase 
Order 
More 
entities
Party Roles are considered to be as follow. Customer is person or organization, who purchase goods or services from one or more legal entities. Vendor is person or organization from organization purchase goods or services. Contact. Is person that representor from vendor who communicate with organization. Competitor– Person or organization, who provide the similar services or goods. Applicant. A person, who applied to Job posted in your organization.

Points needs to consideration for Configure Global Address book

Points need to care before Configure Global Address book in your organization.
  • Sequence of First Name, Last Name and middle name in your organization.
  • Party record is delete automatically on deletion of Employee, worker, vendor or customer.
  • Notification in the case of Duplicate Party.
  • Should the Data Universal Numbering System (DUNS) number be included in a party record’s information?
  • If the DUNS number is included in a party record, should the uniqueness of the number be checked?
  • Party default, as organization or Person.
  • Role setup for private addresses.
Reference : https://docs.microsoft.com/en-us/learn/modules/plan-config-global-address-book-finance-operations/ https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/overview-global-address-book
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