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Dynamics 365 Business Central Contacts Creation

This article explains about Microsoft Dynamics 365 Business Central Contacts Creation. You routinely meet persons from other companies that may develop into business relationships, such as a customer relation.

When such a new contact is made, as much information as possible must be recorded on a contact card so that communication can continue.

Person or Company

You can decide to set up a contact as a person or a company, typically depending on whether you know the name of the contact person at the time of Dynamics 365 Business Central Contacts Creation. You do this when you fill inside the Type field on the Contact Card page.

You can also manage the contact cards for both a company and one or more persons working in the company. This executes automatically when you fill in the Company Name field on a contact card of type Person.

Functionality is the same for both types, except that the options for additional information changes depending on the type. For example, you can only allocate job responsibilities to a person and industry group to a company. This is indicated in the UI by garying out the fields and actions that do not apply.

You can alter the value of the Type field later, or you can utilize the fields on the Inheritance FastTab on the Marketing Setup page to control which data is shared between a person and the person’s related company.

Dynamics 365 Business Central Contacts Creation Steps

1. To Create a Contact Manually

  • Choose the search icon, enter Contacts, and then choose the related link.
  • Choose the New action.
  • In the No. field, enter a number for the contact.

Instead, if you have setup a number series for Dynamics 365 Business Central Contacts Creation on the Marketing Setup page, you can press the Enter key to insert the next available contact number.

  • Fill in the remaining fields as required. Hover over a field to read a short description.

2. To Create a Contact from a Customer, Vendor or Bank Account

If you have customers, vendors and bank accounts that you want to create contact cards for, you can utilize the Create Contacts from batch jobs to create the contacts on the basis of the existing data.

When you create a contact this way, the contact information is afterwards synchronized with the related customer, vendor or bank account information.

  • Choose the search icon, enter one of the following, depending what you want to create contacts from, and then choose the related link.
    • Create Contacts from Customers
    • Create Contacts from Vendors
    • Create Contacts from Bank Accounts
  • On the request page that opens, in the CustomerVendor or Bank Account section, set filters if creating contacts from specific customers, vendors or bank accounts.
  • Choose the OK button to start creating contacts.

The following contact numbers in the number series are assigned to the new contacts. The business relations that are specified on the Marketing Setup page is assigned to the newly created contacts.

3. Synchronizing Contacts with Customers, Vendors and Bank Accounts

If some of your Dynamics 365 Business Central Contacts Creation are also customers, vendors, or bank accounts, you can synchronize the contact information with the related customer, vendor, or bank account.

Following benefits are present when a contact is synchronized with a customer, vendor, bank account.

  • You only have to update information in one place. For example, if you alter the phone number on the contact, the phone number is automatically updated with the same modification on the customer, the vendor, or the bank account.
  • If you have described a number series for Dynamics 365 Business Central Contacts Creation, when you create a customer card, a vendor card or a bank account card, a contact card is automatically created for the customer, vendor or bank account.
  • You can create sales quotes and orders and purchase quotes and orders from the contact.
  • You can have your interactions recorded when you perform actions, such as printing orders, blanket orders, creating sales service orders, sending e-mails, and so on.
  • If you delete a contact linked to a customer, vendor, or bank account, only the contact is removed. The customer, vendor, or bank account remains.
  • If you delete a customer, vendor, bank account that is linked to a contact, the contact remains.

Synchronization of common data between contacts and the related customers, vendors or bank accounts is authorized in three ways:

  • When you link contacts with existing customers, vendors or bank accounts from the contact card.
  • When you create customers, vendors, or bank accounts from contacts.
  • When you create contacts as customers, vendors or bank accounts.

If you have a contact and either a customer, vendor or bank account for the same company, you can link the two entities so that the similar data is synchronized.

  • Open the contact that is required for linking.
  • Choose the Link with existing action, and then select the CustomerVendor or Bank action.
  • On the page that opens, choose the customer, vendor or the bank account to link to.
  • In the Current Master Fields field, specify whose fields to prioritize in case of conflicting information in fields similar to the contact and customer, vendor or the account. For example, if the salesperson code is different on the contact card than on the customer card, you can select to keep the one on the contact card by choosing Contact.
  • Choose the OK button.

5. To Create a Contact as a Customer, Vendor or Bank Account

If you have a customer, vendor, or bank account for thee company that you want to create a contact for, you can use the Create as function. When you create a contact this way, the contact information is later synchronized with the related customer, vendor or bank account information.

  • Choose the search icon, enter Contacts, and then choose the related link.
  • Select the contact you want to create as a customer, vendor, or bank account.
  • Choose the Create As action and then select either Customer Vendor or Bank.
  • Select the OK button.

The contact information is transferred from the contact card to a new customer, vendor or bank account card. You may want to add specific information to each of the cards, such as invoicing and payment details. For more information on Microsoft Dynamics 365 Business Central Contacts Creation, please contact us.

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