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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to link a contactP...
Finance | Project Operations, Human Resources, ...
Unanswered

How to link a contactPerson to a certain customer?

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Posted on by CU22120935-0 100
Hi,

From the UI,

how can i assign two contact persons that share the same partyNumber to different customers in different legal entities?

I mean let's say i have two customers that share the same partyNumber:
 
CustomerX partyNumber1 USMF
CustomerY partyNumber1 USRT
 
now i went to global address book (i was on legal entity USMF) and created a party there, then i clicked create New contact
then i switched legal entity to USRT, opened the same partyNumber and clicked create contact again
 
So now I have
ContactPersonIdX PartyNumber1 USMF
ContactPersonIdY PartyNumber1 USRT

now how can i assign ContactPersonIdX to CustomerX in USMF?
and assign contactPersonIdY to CustomerY in USRT?
Categories:
Dynamics 365 Finance
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