web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cannot Link Contacts t...
Small and medium business | Business Central, N...
Suggested Answer

Cannot Link Contacts to Customers

(0) ShareShare
ReportReport
Posted on by Bad Dad 5

I am trying to link my contacts with my customers.  For the first 10-15 contacts, I simply did a search from within the contact "Link Customer" and it brought up a link to link those two DB's.  Now, I do that same search query and I do not get that link.  

How can I get this link back, or is there another way of linking those two DB's together?

Categories:
Dynamics 365 Business Central
  • Community Member Profile Picture
    Community Member on at

    Hello and Happy Holidays,

    I think I'm following you... On the Contact List you entered 'Link Customer' in the Search box and brought up a a link. The part that is confusing is you state you are linking 2 DB's (Databases) and base BC from the Contact List only allows for Linking to a Customer, Vendor, Bank or Employee (pic 1). Can you explain if you might have a customization? Also, make sure you do not have a Filter set that has removed the lookup from your original search (pic 2).

    pastedimage1609185902554v1.png

    pastedimage1609186146063v2.png

    Thanks,

    Steve

  • Bad Dad Profile Picture
    Bad Dad 5 on at

    Thanks, Steve.  I'm probably using the wrong language.

    This is a fresh, new install.  I have migrated over from other platforms (which are different systems entirely from each other) both "Customers" and a sales prospecting database into "Contacts."  I am now trying to link those in Contacts who are part of my Customer database.  It is there that I am having problems. The linking seemed to be working great for the first 10-15, then nothing.

    By the way, no customization as of now.  Just moving data over and linking at this point.

    Hopefully I did better explaining.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Bad Dad,

    OK. What version of BC are you using? Also, if you took any record from the Contact List, you cannot click Actions/Functions/Link with Existing/Customer?

    I have tried to dig deeper, but for the Link to disappear, my first guess is does it still appear but grayed out? Which them lends me to look at permissions. If this is being performed by you and you are the Super User, then permissions are not the root cause.

    If you can reply and send over a screen shot of what you see that will help.

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 739 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 462 Super User 2026 Season 2

#3
AndrewThomas81 Profile Picture

AndrewThomas81 406 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans