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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customers versus Conta...
Small and medium business | Business Central, N...
Suggested Answer

Customers versus Contacts Company and Contact Person

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Posted on by ceiling 42

Basics

I am a construction subcontractor working for General Contractors and direct with owners.

 

Does MS Dynamics BC require manual duplication?

I have followed the steps Multiple contacts for a single customer - Dynamics 365 Business Central Forum Community Forum       

 

  1. Set up a General Contractor as a Contact -Company (searched for Contact- new- choose company)
  2. I set up all the persons who work for the GC(searched for Contact- new- choose Person)
  3. Worked great within Contacts I now see  GC Name and all persons under who work for GC)

 

Do I now need to manually recreate the “General Contractor Contact -Company” as a Customer?

How do I sync “General Contractor Contact -Company” and “Contact -Persons.” With MS Sales.

Mike Keisker

314-610-7509

I have the same question (0)
  • Suggested answer
    Maria Chambel Profile Picture
    Maria Chambel Microsoft Employee on at

    Hello Mike, 

    In Contact Card there is a function that allows you to create the Customer Card:

     - Choose Actions > Create as > Customer:

    pastedimage1611072325090v2.png

    After Customer Card is created, you can check the relations from two places:

    1 - In Customer Card choose Related > Customer > Contact

    pastedimage1611072518302v4.png

    pastedimage1611072540721v5.png

    2 - In Contact Card choose Related > Related Information > Customer

    pastedimage1611072404136v3.png

    Here you have an example: Create a Customer, Vendor, or Bank Account from a Contact | CloudFronts

    And more info here: Create Business Contacts - Business Central | Microsoft Docs

    Hope it helps you.

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