top of page
Follow Us!

How to Add a New Contact to an Existing Customer in D365 for Financials

Updated: Jul 29, 2021

FYI: Microsoft Dynamics 365 for Financials has been rebranded into Microsoft Dynamics 365 Business Central.


In this training session we need to add a new contact named Linda Smith to our existing customer The Cannon Group.

Step 1 - Click customers, then either the ellipsis associated with your customer that needs the contact added and edit, or drill down on the highlighted No. for your customer.


Adding new contact in Microsoft Dynamics 365 Business Central

Step 2 - Click the Contact icon located in the ribbon and this will pull up your Contact List.


Adding new contact in Microsoft Dynamics 365 Business Central

Step 3 - Click the New icon located in the ribbon or click the New hyperlinked text to create a new contact.


Adding new contact in Microsoft Dynamics 365 Business Central

Step 4 - Enter your information into the Contact Card and then make sure to associate the customer with the company by filling in the Company Name located within the General FastTab.


Adding new contact in Microsoft Dynamics 365 Business Central

Step 5 - Once your information is entered click the X to save, close, and return to your Contact List Page. You should see your new contact added to your customer.


Adding new contact in Microsoft Dynamics 365 Business Central

bottom of page