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 :
Microsoft Dynamics NAV (Archived)

Automatically create a new contact when setting up a new customer

(1) ShareShare
ReportReport
Posted on by 67

Hi 

Can anyone advise where the flag is to switch this functionality on which when you set up a new contact in NAV it automatically creates a person contact as well.

thanks

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ksundeep87 Profile Picture
    800 on at

    Hi,

    It happens by default in base NAV as soon as you create new Customer from Customer Card Page it automatically creates new Contact.

  • broberts Profile Picture
    27 on at

    For future inquirers, this is controlled on the Marketing Setup page. When there is a value in the Bus. Relation Code for Customers field, then Contacts are automatically created. 

    The same goes for the Bus. Relation Code for Vendors and Bank Accounts.

    I'm guessing you'll also need a value in the Contact Nos field, under the Numbering fast tab. 

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans