• Michael Intravartolo

Adding a New Contact to an Existing Vendor in Dynamics 365 for Financials


In this example we are going to add a new contact to our existing Vendor, London Postmaster.

Step 1. - Click the ellipsis and select edit.


Step 2. - In the ribbon click on Contact


You should now see a list of contacts associated with your vendor. The first record which is in bold, is the company contact and contains all of the primary company contact information.


Step 3. - Click on New and this will open the Contact Card. You can now enter your contact's information.


Step 4. - Once you have finished entering your information hit the X and this will save your information and close the Contact Card.


Are you looking for Microsoft Dynamics 365 for Financials support and training? Take a look at our Online Dynamics 365 University at www.dynamics365university.com

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