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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / In Marketing Setup, Ma...
Small and medium business | Business Central, N...
Answered

In Marketing Setup, May I know what is Bus. Relation Code and how to set it up in Navision 2018

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Posted on by joshtechsolutions 4,999

Hi,

I would like to set up contacts in Navision, but realize that its bit complicated.

I have set up the Contact number series, but how do I set up Bus. Relation Code? Is there a best practice?

In Marketing Setup, May I know what is Bus. Relation Code and how to set it up in Navision 2018?

pastedimage1636442164328v1.png

thank you!

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Please put the same no. series of each master here, its required to create customer/contact relation

  • Verified answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    This doc may help:

    docs.microsoft.com/.../marketing-business-relations

    Thanks.

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,999 on at

    Hi  Nitin,

    I have put Contact as the Contact no.

    pastedimage1636528564689v1.png

    And the same as my Customer and Vendor, just wondering won't this arrangement overlap?

    May I ask what is the next thing I should be looking at to configure so that my contacts can work on my Sales Order and Purchase Order?

    pastedimage1636528591656v2.png

    Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Josh,

    Here is a Marketing/Relationship Management manual you can use for all the Functionality.

    Thanks,

    Steve

    NA2009-Relationship-Mgmt.rar

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