That way you can give Address 1 & 2 a name. This is why displaying all of the addresses in the sub grid on the Account is helpful. By default Address 1 and Address 2 won’t have a name, so it might be confusing for a user to know exactly which one to use. ![]() Notice all of the addresses on the Account. Decide if this address should be added as the Bill To address, the Ship To address, or both. We can then select an address linked to the Customer on the Quote. Clicking on the Look Up Address button brings up this screen. Although you can add a shipping method and freight terms, there doesn’t seem to be a way to populate those on to the Quote/Order when selecting the address (let me know in the comments if there is so I can update the article!). The address number field isn’t on the Address form by default, and it’s only been added to show you that it exists!Īdding a new address is easy, just click the plus button at the top of your new sub grid, and fill out all the fields. Notice the empty line, and if we open it, you can see it’s defaulted as the Bill To, and given Address Number 2. So, here we can see the subgrid on an Account. Any addresses added after that will get the next number. Automatically when a new Account is created you will have an Address 1 and an Address 2 (just like I suggested using in the last post). Notice that an address has an Address Number. ![]() Don’t delete it (or you won’t be able to get it back), but instead, if you want to change the criteria, add in a new view. From your Account form, add in a subgrid, and select the Addresses entity like you see below.Ĭlicking on the Edit button to see the All Customer Addresses default view, you will notice some strange looking filter criteria that you can’t actually see. However, you can add as many addresses as you need to an Account (or Contact). In the other article I mentioned above, I suggested using the Address 1 and Address 2 composites. ![]() Let’s start by understanding how addresses work in D365. NOTE: the button also appears on an Invoice in D365, but most likely you would have already added any addresses at the Order stage. This isn’t the only way, so in this post I’ll focus on the Look Up Address button that appears at the top of a Quote and an Order record. In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. Categories: Dynamics and Power Platform *** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
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