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Small and medium business | Business Central, N...

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Creating new customer

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Posted on by LF-16052033-0

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Hello,

When you are creating a new customer, does a customer contact card get created for the customer with a “company” type contact automatically?

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Dynamics 365 Business Central

Dynamics 365 Business Central

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Yi Yong 2,489 Super User 2025 Season 2 on at

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Creating new customer

Hello,

Only if you have set up the 'Bus. Relation Code for' under 'Marketing Setup'.

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Gerardo Rentería Ga... 24,089 Most Valuable Professional on at

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Creating new customer

Hi

I hope this can help you and give you some hints.

Dynamics 365 Business Central: Automatically create contacts when creating customers/vendors/bank accounts | Dynamics 365 Lab (yzhums.com)

BR

GR

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Valentin Castravet 30,647 Super User 2025 Season 2 on at

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Creating new customer

Yi Yong is correct, if the Business Relations Code in the Marketing Setup Page is empty then a contact is not created automatically.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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