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](https://static.wixstatic.com/media/e6595e_dc6c7faf471d453ba6d755a5796869a8~mv2.png/v1/fill/w_49,h_19,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/e6595e_dc6c7faf471d453ba6d755a5796869a8~mv2.png)
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](https://static.wixstatic.com/media/e6595e_45b037e902cb42679ebcd9700ab5f120~mv2.png/v1/fill/w_49,h_19,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/e6595e_45b037e902cb42679ebcd9700ab5f120~mv2.png)
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](https://static.wixstatic.com/media/e6595e_bfbd54bc2d3d4f3d845245705d880495~mv2.png/v1/fill/w_49,h_24,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/e6595e_bfbd54bc2d3d4f3d845245705d880495~mv2.png)
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](https://static.wixstatic.com/media/e6595e_89bfb174510440dfb0b95cc47b8eb3ca~mv2.png/v1/fill/w_49,h_24,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/e6595e_89bfb174510440dfb0b95cc47b8eb3ca~mv2.png)
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](https://static.wixstatic.com/media/e6595e_86cbedc4e8394e08a8aa335eeaae2da5~mv2.png/v1/fill/w_49,h_18,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/e6595e_86cbedc4e8394e08a8aa335eeaae2da5~mv2.png)