web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Do you want to create a contact as a customer using a customer template?

(0) ShareShare
ReportReport
Posted on by 161

Hi

When in an opportunity for a contact who isn't a customer and when I click on create a a sales quote I get asked the following;

Do you want to create a contact as a customer using a customer template?

I want to suppress this question as the answer should always be no. is this possible?

The reason  is that I don't want to create customers until the quote becomes an order.

Thanks in advance for any help.

Neil.

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    I checked before and the answer was no. They said we may need small development here. But this was 2 years ago and maybe something has changed.

  • Suggested answer
    Community Member Profile Picture
    on at

    Neil,

    You will need your Partner to write a small extension to suppress the message. Not a big request.

    Thanks,

    Steve

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,175

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 2,476 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,435 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans