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Contacts and Customers link / synchronization enable or disable

Posted on by 30

Hi,

When I create a Customer from a Contact.

Client and Contact are linked and some fields (like phone number, address...) are synchronized.

Please, how does the sync work? with editable table mapping?

How to disable this synchronization? and keep the link.

thanks

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    RE: Contacts and Customers link / synchronization enable or disable

    Hi, hope the following helps as well.

    Automatically Copying Specific Information from Contact Companies to Contact Persons:

    https://learn.microsoft.com/en-ca/dynamics365/business-central/marketing-setup-marketing#automatically-copying-specific-information-from-contact-companies-to-contact-persons

    image

    Automatically create contacts when creating customers/vendors/bank accounts

    https://yzhums.com/21949/

    Thanks.

    ZHU

  • Suggested answer
    OliWall Profile Picture
    OliWall 180 on at
    RE: Contacts and Customers link / synchronization enable or disable

    Microsoft learn has a good overview of this here

    learn.microsoft.com/.../marketing-create-contact-companies

    There is nowhere in the interface to choose which fields are synced, this would require development.

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